ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC (EIN 13-3039601)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-15
- IRS object ID
- 202233499349301113
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-15T11:02:08-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 N CLARK ST SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133039601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMER'S DISEASE & RELATED DISORDERS | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALZH | BusinessNameControlTxt |
| Phone | 3123358700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVE 17TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017633 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HOVLAND | PersonNm |
| Person Title | COO, CFO, & ASST. TREASURER | PersonTitleTxt |
| Phone | 2026388660 | PhoneNum |
| Signature | 2022-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | HOVLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGET ROCHE | PreparerPersonNm |
| PTIN | P00666837 | PTIN |
| Phone | 3128560200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMER'S ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD HOVLAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVE 17TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $798,177,427 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALZ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL (CONTINUED IN SCHEDULE O) OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 2276 | TotalEmployeeCnt |
| Total Volunteers | 58757 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $377,428,810 | PYContributionsGrantsAmt |
| CY Contributions Grants | $460,358,014 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,318,234 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,990,858 | CYProgramServiceRevenueAmt |
| PY Investment Income | $16,168,267 | PYInvestmentIncomeAmt |
| CY Investment Income | $41,932,447 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,611,330 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,242,741 | CYOtherRevenueAmt |
| PY Total Revenue | $404,526,641 | PYTotalRevenueAmt |
| CY Total Revenue | $502,038,578 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $66,455,349 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $84,842,289 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $181,604,398 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $199,012,012 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,642,050 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $2,093,518 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $78,572,771 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $115,849,579 | PYOtherExpensesAmt |
| CY Other Expenses | $157,226,680 | CYOtherExpensesAmt |
| PY Total Expenses | $365,551,376 | PYTotalExpensesAmt |
| CY Total Expenses | $443,174,499 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $38,975,265 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $58,864,079 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $497,643,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $493,034,630 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $142,547,117 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $173,166,662 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $355,096,779 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $319,867,968 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ALZHEIMER'S ASSOCIATION LEADS THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION (MISSION CONTINUED IN SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $231,581,442 | ExpenseAmt |
| Grant | $4,703,735 | GrantAmt |
| Revenue | $1,739,096 | RevenueAmt |
| Desc | SEE SCHEDULE OPUBLIC AWARENESS AND EDUCATION - ALZHEIMER'S IS A PROGRESSIVE, DEGENERATIVE AND ULTIMATELY FATAL DISEASE. TOO FEW AMERICANS UNDERSTAND THE CURRENT AND FUTURE ECONOMIC IMPACT OF ALZHEIMER'S. ALREADY MORE THAN 6 MILLION AMERICANS ARE LIVING WITH ALZHEIMER'S AND AS MANY AS 11 MILLION PEOPLE ARE PROVIDING UNPAID CARE AND SUPPORT. AND THIS MASSIVE GROUP IS IN NEED OF INFORMATION AND RESOURCES.THE ALZHEIMER'S ASSOCIATION HAS INVESTED IN EDUCATION CAMPAIGNS AND INITIATIVES TO INCREASE CONCERN ABOUT ALZHEIMER'S DISEASE AND AWARENESS OF THE ALZHEIMER'S ASSOCIATION COMMUNICATING OUR ROLE AS LEADERS OF THE CAUSE. KEY MESSAGES INCLUDE THE IMPORTANCE OF EARLY DETECTION, RESOURCES FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND THE SOCIETAL IMPACT OF THE DISEASE. MILLIONS OF CONSTITUENTS PARTICIPATED IN OUR PROGRAMS IN LOCAL COMMUNITIES AND ON-LINE.PATIENT AND FAMILY SERVICES - THE ALZHEIMER'S ASSOCIATION* PROVIDES AN ARRAY OF INFORMATION AND SUPPORT SERVICES DESIGNED SPECIFICALLY FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE, THEIR FAMILIES, FRIENDS AND CAREGIVERS. IN ORDER TO MEET THE DIVERSE NEEDS OF INDIVIDUALS AFFECTED BY ALZHEIMER'S DISEASE, THE ASSOCIATION'S PROGRAMS AND SERVICES ARE OFFERED IN PERSON, BY PHONE AND ONLINE. IN CHAPTERS THROUGHOUT THE COUNTRY, CONSTITUENTS CAN ATTEND EDUCATION PROGRAMS AND SUPPORT GROUPS, RECEIVE PERSONALIZED CARE CONSULTATION, ENGAGE IN EARLY STAGE PROGRAMS, AND ENROLL IN SUPPORT PROGRAMS. IN ORDER TO MEET THE NEEDS OF CONSTITUENTS WHO RELY ON THE WEB FOR INFORMATION AND SUPPORT, THE ASSOCIATION OFFERS A ROBUST CAREGIVER CENTER. WITHIN THE CAREGIVER CENTER, FAMILIES AND CAREGIVERS CAN ACCESS ALZHEIMER'S NAVIGATOR*, AN INNOVATIVE TOOL TO HELP CAREGIVERS AND PEOPLE WITH DEMENTIA EVALUATE THEIR NEEDS, CREATE A CUSTOMIZED ACTION PLAN AND LINK TO INFORMATION, SUPPORT AND LOCAL RESOURCES FOR INDIVIDUALS LIVING WITH ALZHEIMER'S. ALSO AVAILABLE THROUGH THE CAREGIVER CENTER, FOR INDIVIDUALS LOOKING FOR SUPPORT FROM OTHERS LIVING IN SIMILAR SITUATIONS IS ALZCONNECTED*, AN ON-LINE COMMUNITY THAT INCLUDES MULTIPLE FORUMS FOR DIVERSE AUDIENCES.THROUGH THE ASSOCIATION'S HELPLINE, AVAILABLE 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR, INDIVIDUALS WITH ALZHEIMER'S DISEASE, THEIR FAMILIES AND CAREGIVERS CAN TALK TO A SPECIALIST TO RECEIVE INFORMATION AND BASIC EDUCATION ABOUT THE DISEASE; AND GUIDANCE FOR MORE COMPLICATED OR URGENT SITUATIONS, WITH MASTERS-LEVEL COUNSELORS WHO ARE AVAILABLE TO CONSTITUENTS, ANY TIME, DAY OR NIGHT. ADDITIONALLY, CALLS CAN BE HANDLED IN OVER 170 DIFFERENT LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE. ANNUALLY, THE HELPLINE RECEIVES APPROXIMATELY 250,000 CALLS.THE ASSOCIATION'S WEBSITE (WWW.ALZ.ORG*) RECEIVES MORE THAN 32 MILLION VISITS A YEAR. ONLINE PROGRAMS INCLUDE: SELF-SERVICE EDUCATION PROGRAMS, AN ONLINE COMMUNITY, AN INTERACTIVE BRAIN TOUR (AVAILABLE IN 15 LANGUAGES), ACCESS TO COMPREHENSIVE DISEASE INFORMATION, PORTALS IN SPANISH, CHINESE, VIETNAMESE, JAPANESE, AND KOREAN; A VIRTUAL LIBRARY, A SAFETY CENTER, AND A SECTION DEVELOPED SPECIFICALLY FOR PEOPLE LIVING WITH ALZHEIMER'S, WITH INPUT FROM PEOPLE IN THE EARLY STAGES OF ALZHEIMER'S DISEASE AND THEIR CARE PARTNERS. THROUGH THE ASSOCIATION'S EARLY STAGE INITIATIVE, INDIVIDUALS IN THE EARLY STAGES OF THE DISEASE CAN PARTICIPATE IN EDUCATION PROGRAMS, SUPPORT GROUPS AND SOCIAL ENGAGEMENT PROGRAMS. ADDITIONALLY, THE ASSOCIATION CONVENES AN EARLY STAGE ADVISORY GROUP WHOSE MEMBERS RAISE AWARENESS, ADVOCATE FOR THE CAUSE, AND PROVIDE GUIDANCE AND REVIEW OF PROGRAMS AND SERVICES.THE ALZHEIMER'S ASSOCIATION LAUNCHED AN INITIATIVE TO WORK WITH HEALTH SYSTEMS, LONG-TERM CARE FACILITIES, AND COMMUNITY-BASED DEMENTIA PROVIDERS WITH EVIDENCE-BASED INFORMATION AND QUALITY IMPROVEMENT PROGRAMMING TO ENHANCE HOW THESE SYSTEMS PROVIDE CARE AND SUPPORT SERVICES. UNIQUE PROGRAMMING OPPORTUNITIES INCLUDE DIRECT TRAINING TO PROVIDERS AND VIDEO-BASED EDUCATION THROUGH PROJECT ECHO. THE PROGRAMS AND SERVICES OF THE ALZHEIMER'S ASSOCIATION ARE DESIGNED TO PROVIDE EDUCATION, INFORMATION, SUPPORT, AND RESOURCES IN ORDER TO HELP INDIVIDUALS WITH ALZHEIMER'S, THEIR FAMILIES AND CAREGIVERS NAVIGATE THE LONG AND COMPLICATED JOURNEY THROUGH ALZHEIMER'S DISEASE AND OTHER DEMENTIAS.* THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $88,279,300 | ExpenseAmt |
| Grant | $70,119,525 | GrantAmt |
| Revenue | $1,251,762 | RevenueAmt |
| Desc | SEE SCHEDULE ORESEARCH - THE ALZHEIMER'S ASSOCIATION IS ON THE FOREFRONT OF THE ALZHEIMER'S SCIENTIFIC FIELD, GLOBALLY CONNECTING RESEARCHERS IN THE QUEST TO FIND METHODS OF TREATMENT, PREVENTION AND A CURE. THE ALZHEIMER'S ASSOCIATION IMPLEMENTS AN AGGRESSIVE GLOBAL RESEARCH AND SCIENCE PROGRAM STRATEGICALLY DESIGNED TO ACCELERATE PROGRESS BY FOSTERING INNOVATION, IDENTIFYING AND CLOSING CRITICAL KNOWLEDGE GAPS, DEVELOPING AND DISSEMINATING TOOLS, AND NURTURING SCIENTIFIC TALENT.THE ALZHEIMER'S ASSOCIATION HAS BEEN A CATALYST AND CONVENER FOR MORE THAN 30 YEARS. WHETHER FUNDING INNOVATIVE GRANTS TO HELP FURTHER TREATMENTS AND DISCOVERY, HOSTING THE ALZHEIMER'S ASSOCIATION INTERNATIONAL CONFERENCE* (AAIC*), THE WORLD'S LARGEST GATHERING OF ALZHEIMER'S RESEARCHERS, OR LEADING ENDEAVORS LIKE THE WORLDWIDE ALZHEIMER'S DISEASE NEUROIMAGING INITIATIVE (WW-ADNI) TO ACCELERATE ADVANCES IN IMAGING, THE ALZHEIMER'S ASSOCIATION SEEKS TO FUND AND ADVANCE BEST-IN-CLASS RESEARCH AND WORKS WITH COLLABORATORS AROUND THE GLOBE FROM ALL SECTORS TO HASTEN THIS PROGRESS.* THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $25,861,452 | ExpenseAmt |
| Grant | $10,019,029 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE OADVOCACY - AS ALZHEIMER'S DISEASE THREATENS TO BANKRUPT FAMILIES, BUSINESSES AND OUR HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR BETTER CARE AND RESOURCES, AND HEALTH AND LONG-TERM COVERAGE TO ENSURE HIGH QUALITY COST EFFECTIVE CARE FOR PEOPLE WITH ALZHEIMER'S DISEASE AND THEIR FAMILIES. MORE THAN 600,000 GRASS ROOTS ALZHEIMER'S ASSOCIATION ADVOCATES SPEAK UP FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES, AND ENCOURAGE CONGRESS TO INCREASE FUNDING FOR RESEARCH AND CARE. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES.BEGINNING IN TAX YEAR 2021, THE PREVIOUSLY SEPARATE CHAPTER SERVICE PROGRAM IS NOW BEING INCORPORATED INTO THE VARIOUS OTHER PROGRAMS OF THE ALZHEIMER'S ASSOCIATION ON THE AUDITED FINANCIAL STATEMENTS AND IS NO LONGER REFLECTED AS A STANDALONE PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $345,722,194 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1035 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2276 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD HOVLAND COO CFO & ASST TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123355771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVE 17TH FLOOR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606017633 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (43 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| BRIAN RICHARDSON | |||||||||
| CHAIR AND DIRECTOR | 12.00 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SARAH LORANCE - CHAIR ELECT | |||||||||
| AND DIRECTOR (AS OF 10/2021) | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CECILE PERICH | |||||||||
| VICE CHAIR AND DIRECTOR | 12.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RYAN MUNDY | |||||||||
| SECRETARY AND DIRECTOR | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE BAUDE | |||||||||
| TREASURER (AS OF 10/2021)/DIRECTOR | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULIA WALLACE | |||||||||
| TREASURER (THRU 10/2021)/DIRECTOR | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEX TSAO | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DAHLKEMPER | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ARTHENA CASTON | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE LAMB | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID GONZALES | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HUNTER | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEAN BRENNER | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBRA PIERSON | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEREK VAN AMERONGEN | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOZENE GUISHARD | |||||||||
| DIRECTOR (AS OF 10/2021) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN KAMERICK | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH SHIH | |||||||||
| DIRECTOR (AS OF 10/2021) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEOFF HEREDIA | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE JOHNSON | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE WALZ | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN BROOKS | |||||||||
| DIRECTOR (THRU 02/2022) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| IRENE SUDAC | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES GROSSMANN | |||||||||
| DIRECTOR (THRU 10/2021) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY REINSTEIN | |||||||||
| DIRECTOR (THRU 10/2021) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE ARCINIEGA | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH JOE MONTMINY | |||||||||
| DIRECTOR (AS OF 10/2021) | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN STEVENSON | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KARYNE JONES | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MINOO JAVANMARDIAN | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NICOLE WALKER | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM THOMAS | |||||||||
| DIRECTOR | 5.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY JOHNS | |||||||||
| PRESIDENT (THRU 11/2021)/CEO | 60.00 | 0.79 | Yes (X) | $1,215,907 | $22,318 | $229,909 | |||
| KATHERINE JOANNE PIKE | |||||||||
| CSO/PRESIDENT (AS OF 11/2021) | 60.00 | 0.13 | Yes (X) | $725,216 | $2,286 | $105,087 | |||
| RICHARD HOVLAND | |||||||||
| COO, CFO, & ASST. TREASURER | 60.00 | 0.04 | Yes (X) | $648,514 | $632 | $96,745 | |||
| CHRISTINE FOH - ASST SECY | |||||||||
| VP LEGAL & GC (THRU 11/2021) | 60.00 | 0.04 | Yes (X) | $374,236 | $0 | $22,013 | |||
| ANTHONY D'AMATO - ASST SECY | |||||||||
| & VP LEGAL & GC (AS OF 11/2021) | 60.00 | 0.00 | Yes (X) | $43,288 | $0 | $3,368 | |||
| DONNA MCCULLOUGH - CHIEF | |||||||||
| MISSION & FIELD OPERATIONS OFFICER | 60.00 | 0.02 | $692,855 | $328 | $81,992 | Yes (X) | |||
| MARIA CARRILLO | |||||||||
| CHIEF SCIENCE OFFICER | 60.00 | 0.00 | $609,879 | $0 | $100,502 | Yes (X) | |||
| ROBERT EGGE | |||||||||
| CHIEF PUBLIC POLICY OFFICER | 60.00 | 1.10 | $559,973 | $16,233 | $96,812 | Yes (X) | |||
| GLENDA BERRY | |||||||||
| WEST AREA LEADER | 60.00 | 0.00 | $502,772 | $0 | $83,195 | Yes (X) | |||
| KENANN CASSIDY | |||||||||
| EAST AREA LEADER | 60.00 | 0.00 | $507,599 | $0 | $75,308 | Yes (X) | |||
| MICHELLE HELTON - FORMER CFO | |||||||||
| (THRU 5/21)/ VP, FINANCIAL OPS. | 60.00 | 0.00 | $414,509 | $0 | $67,632 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,294,748 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $41,797 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $962,563 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 340 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NAVISTAR DIRECT MARKETING LLC | |||||
| 4612 NAVISTAR DRIVE | FREDERICK | MD | 21703 | DIRECT MARKETING | $15,166,849 |
| HAWORTH MARKETING & MEDIA LLC | |||||
| 45 S 7TH STREET SUITE 2400 | MINNEAPOLIS | MN | 55402 | ADVERTISING | $14,351,817 |
| NEVER WITHOUT LLC | |||||
| 580 TANACREST | ATLANTA | GA | 30328 | ADVERTISING | $9,128,371 |
| PERSONIFY INC | |||||
| 6500 RIVER PLACE BOULEVARD BLD 3 SU | AUSTIN | TX | 78730 | CRM/TECHNOLOGY | $4,313,260 |
| BLACKBAUD INC | |||||
| PO BOX 930256 | ATLANTA | GA | 31193 | CRM/TECHNOLOGY | $3,012,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 115 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $591,907 | MembershipDuesAmt |
| Fundraising | $22,627,321 | FundraisingAmt |
| Government Grants | $26,875,400 | GovernmentGrantsAmt |
| All Other Contributions | $410,263,386 | AllOtherContributionsAmt |
| Noncash Contributions | $22,715,625 | NoncashContributionsAmt |
| Total Contributions | $460,358,014 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SAFE RETURN REG. FEES | 611710 | $1,450,030 | $1,450,030 |
| PROGRAM CONFERENCES | 611710 | $964,998 | $964,998 |
| JOURNAL | 511120 | $398,163 | $398,163 |
| CAREGIVER TRAINING | 611710 | $177,667 | $177,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,990,858 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,686,126 | TotalRevenueColumnAmt |
| Exclusion | $12,686,126 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,315 | TotalRevenueColumnAmt |
| Exclusion | $82,315 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $316,274,095 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $286,939,465 | SecuritiesAmt |
| Other | $88,309 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,334,630 | SecuritiesAmt |
| Other | -$88,309 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,246,321 | TotalRevenueColumnAmt |
| Exclusion | $29,246,321 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,935,242 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $22,627,321 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $9,036,137 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,100,895 | TotalRevenueColumnAmt |
| Exclusion | -$5,100,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $24,675 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $19,263 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,412 | TotalRevenueColumnAmt |
| Exclusion | $5,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $99,420 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $55,675 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,745 | TotalRevenueColumnAmt |
| Exclusion | $43,745 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| STATE SPONSORED REV | 900099 | $1,363,724 | $1,363,724 |
| MISCELLANEOUS REVENUE | 900099 | $334,434 | $334,434 |
| AFFILIATE REVENUE | 900099 | $28,524 | $28,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,726,682 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $502,038,578 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,990,858 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $38,689,706 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,256,372 | TotalAmt |
| Program Services | $67,256,372 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839,936 | TotalAmt |
| Program Services | $1,839,936 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,745,981 | TotalAmt |
| Program Services | $15,745,981 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,548,230 | TotalAmt |
| Program Services | $1,822,710 | ProgramServicesAmt |
| Management And General | $1,426,137 | ManagementAndGeneralAmt |
| Fundraising | $299,383 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,640 | TotalAmt |
| Program Services | $201,266 | ProgramServicesAmt |
| Fundraising | $343,374 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,270,002 | TotalAmt |
| Program Services | $111,886,340 | ProgramServicesAmt |
| Management And General | $3,796,089 | ManagementAndGeneralAmt |
| Fundraising | $33,587,573 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,225,035 | TotalAmt |
| Program Services | $9,774,958 | ProgramServicesAmt |
| Management And General | $439,500 | ManagementAndGeneralAmt |
| Fundraising | $3,010,577 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,749,776 | TotalAmt |
| Program Services | $15,872,152 | ProgramServicesAmt |
| Management And General | $987,884 | ManagementAndGeneralAmt |
| Fundraising | $4,889,740 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,674,329 | TotalAmt |
| Program Services | $7,913,960 | ProgramServicesAmt |
| Management And General | $413,629 | ManagementAndGeneralAmt |
| Fundraising | $2,346,740 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,345 | TotalAmt |
| Program Services | $999,456 | ProgramServicesAmt |
| Management And General | $461,665 | ManagementAndGeneralAmt |
| Fundraising | $221,224 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,697 | TotalAmt |
| Management And General | $172,697 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $736,281 | TotalAmt |
| Program Services | $736,281 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,093,518 | TotalAmt |
| Fundraising | $2,093,518 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,717 | TotalAmt |
| Management And General | $269,717 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,736,068 | TotalAmt |
| Program Services | $26,850,119 | ProgramServicesAmt |
| Management And General | $1,945,480 | ManagementAndGeneralAmt |
| Fundraising | $7,940,469 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,335,765 | TotalAmt |
| Program Services | $30,966,570 | ProgramServicesAmt |
| Management And General | $36,208 | ManagementAndGeneralAmt |
| Fundraising | $3,332,987 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,808,429 | TotalAmt |
| Program Services | $27,921,245 | ProgramServicesAmt |
| Management And General | $4,905,755 | ManagementAndGeneralAmt |
| Fundraising | $8,981,429 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,681,379 | TotalAmt |
| Program Services | $2,759,804 | ProgramServicesAmt |
| Management And General | $439,064 | ManagementAndGeneralAmt |
| Fundraising | $482,511 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,977,253 | TotalAmt |
| Program Services | $10,985,285 | ProgramServicesAmt |
| Management And General | $2,679,457 | ManagementAndGeneralAmt |
| Fundraising | $2,312,511 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,334,489 | TotalAmt |
| Program Services | $3,742,944 | ProgramServicesAmt |
| Management And General | $106,296 | ManagementAndGeneralAmt |
| Fundraising | $1,485,249 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000,676 | TotalAmt |
| Program Services | $5,350,979 | ProgramServicesAmt |
| Management And General | $154,628 | ManagementAndGeneralAmt |
| Fundraising | $6,495,069 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,268,335 | TotalAmt |
| Program Services | $2,222,957 | ProgramServicesAmt |
| Management And General | $487,785 | ManagementAndGeneralAmt |
| Fundraising | $557,593 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,047 | TotalAmt |
| Program Services | $515,072 | ProgramServicesAmt |
| Management And General | $128,112 | ManagementAndGeneralAmt |
| Fundraising | $106,863 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOLUNTEER EXPENSES | Desc |
| Total | $245,702 | TotalAmt |
| Program Services | $192,220 | ProgramServicesAmt |
| Management And General | $2,868 | ManagementAndGeneralAmt |
| Fundraising | $50,614 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,497 | TotalAmt |
| Program Services | $165,587 | ProgramServicesAmt |
| Management And General | $26,563 | ManagementAndGeneralAmt |
| Fundraising | $35,347 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $443,174,499 | TotalAmt |
| Program Services | $345,722,194 | ProgramServicesAmt |
| Management And General | $18,879,534 | ManagementAndGeneralAmt |
| Fundraising | $78,572,771 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,713,830 | TotalAmt |
| Program Services | $11,403,025 | ProgramServicesAmt |
| Management And General | $3,305,160 | ManagementAndGeneralAmt |
| Fundraising | $6,005,645 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,880,339 | BOYAmt |
| EOY | $33,251,956 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,423,217 | BOYAmt |
| EOY | $65,618,284 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,915,070 | BOYAmt |
| EOY | $7,842,339 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,515,699 | BOYAmt |
| EOY | $994,394 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,281,152 | BOYAmt |
| EOY | $7,884,837 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $49,516,141 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,468,343 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,107,254 | BOYAmt |
| EOY | $23,047,798 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,420,496 | BOYAmt |
| EOY | $307,441,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,279,061 | BOYAmt |
| EOY | $46,162,297 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,608 | BOYAmt |
| EOY | $791,018 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,643,896 | BOYAmt |
| EOY | $493,034,630 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,248,833 | BOYAmt |
| EOY | $42,837,349 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,002,734 | BOYAmt |
| EOY | $113,363,842 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,481,887 | BOYAmt |
| EOY | $3,137,654 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,813,663 | BOYAmt |
| EOY | $13,827,817 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,547,117 | BOYAmt |
| EOY | $173,166,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,697,101 | BOYAmt |
| EOY | $182,693,824 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,399,678 | BOYAmt |
| EOY | $137,174,144 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,096,779 | BOYAmt |
| EOY | $319,867,968 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,643,896 | BOYAmt |
| EOY | $493,034,630 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $58,864,079 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$89,598,366 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$5 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$4,494,519 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $319,867,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $361,019,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $377,982,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,847,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $460,358,014 | CurrentTaxYearAmt |
| Total | $1,895,075,044 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $319,867,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $361,019,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $377,982,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $375,847,517 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $460,358,014 | CurrentTaxYearAmt |
| Total | $1,895,075,044 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,388,917 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,873,686,127 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,355,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,237,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,384,406 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,916,186 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,768,441 | CurrentTaxYearAmt |
| Total | $45,662,478 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,152,019 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,245,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,689,260 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,972,899 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,786,019 | CurrentTaxYearAmt |
| Total | $39,846,032 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,980,583,554 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,402,483 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94600 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | AFFILIATE REVENUE - 2017 AMOUNT: $ 18,407. 2018 AMOUNT: $ 15,030. 2019 AMOUNT: $ 14,103. 2020 AMOUNT: $ 16,363. 2021 AMOUNT: $ 28,524. FUNDRAISING AND GAMING EVENTS - 2017 AMOUNT: $ 10,443,879. 2018 AMOUNT: $ 7,532,657. 2019 AMOUNT: $ 4,700,628. 2020 AMOUNT: $ 6,637,711. 2021 AMOUNT: $ 3,959,917. INCOME FROM SALES OF INVENTORY - 2017 AMOUNT: $ 318,798. 2018 AMOUNT: $ 242,384. 2019 AMOUNT: $ 132,390. 2020 AMOUNT: $ 115,729. 2021 AMOUNT: $ 99,420. GROUP CHAPTER REVENUE - 2017 AMOUNT: $ 520,936. 2018 AMOUNT: $ 247,444. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. LEGAL SETTLEMENT - 2017 AMOUNT: $ 734,166. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. CHAPTER RENT ABATEMENT - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 171,073. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. OTHER INCOME - 2017 AMOUNT: $ 115,833. 2018 AMOUNT: $ 37,247. 2019 AMOUNT: $ 842,139. 2020 AMOUNT: $ 1,203,096. 2021 AMOUNT: $ 334,434. SPONSORED PROCEEDS - 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 1,363,724. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | Yes (1) | MediaAdvertisementsInd |
| Media Advertisements | $284,631 | MediaAdvertisementsAmt |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $10,008,054 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,189,985 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $1,234,960 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $13,717,630 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| LINE 1A: | VOLUNTEERS MOST OF THE ASSOCIATION'S ADVOCACY IS THROUGH VOLUNTEERS. ADDITIONALLY, THE ASSOCIATION HAS TRAINING TO DEVELOP AND ORGANIZE CHAPTER BASED GRASSROOTS ACTIVITIES. AS ALZHEIMER'S DISEASE AND RELATED DEMENTIAS THREATEN TO BANKRUPT FAMILIES, BUSINESSES AND THE HEALTHCARE SYSTEM, SCIENTISTS ARE MOVING CLOSER TO FINDING BETTER TREATMENTS THAT COULD ALTER THE COURSE OF THE DISEASE. THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR PUBLIC POLICIES AIMED AT ADVANCING RESEARCH TOWARD BETTER THERAPIES, DETECTION, METHODS OF PREVENTION AND ULTIMATELY A CURE, AS WELL AS FOR HIGH QUALITY HEALTHCARE AND LONG-TERM SERVICES AND SUPPORT FOR PEOPLE WITH ALZHEIMER'S AND THEIR FAMILIES. THIS INCLUDES ADVOCACY FOR BETTER CARE FOR PEOPLE AND FAMILIES ALREADY FACING ALZHEIMER'S. ADVOCACY ACTIVITIES ALSO INCLUDE COLLABORATING WITH OTHER ORGANIZATIONS TO IMPROVE QUALITY CARE AND RAISE AWARENESS OF KEY ISSUES. |
| LINE 1B: | PAID STAFF OR MANAGEMENT THE ASSOCIATION HAS PAID STAFF WHO ENGAGE ON BEHALF OF THE ASSOCIATION IN PUBLIC POLICY WORK, INCLUDING EDUCATING POLICYMAKERS AND SUPPORTING THE ADVOCACY WORK OF VOLUNTEERS. |
| LINE 1C: | MEDIA ADVERTISEMENTS MEDIA ADVERTISEMENTS RAN IN WASHINGTON D.C. FOR KEY ADVOCACY AWARENESS OPPORTUNITIES DURING THE YEAR. |
| LINE 1D: | MAILING TO MEMBERS, LEGISLATORS OR THE PUBLIC IN KEEPING WITH PREVIOUS YEARS DURING THE PANDEMIC, NO MAILINGS WERE SENT OUT TO LEGISLATORS IN FY22. |
| LINE 1E: | PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS THE ASSOCIATION DISTRIBUTED FEDERAL AND STATE UPDATES VIA EMAIL APPROXIMATELY 400 TIMES DURING THE YEAR. LINE 1F: GRANTS TO OTHER ORGANIZATIONS FOR LOBBYING PURPOSES THE ASSOCIATION MAKES A GRANT TO ALZHEIMER'S IMPACT MOVEMENT (AIM) WHICH IS USED FOR THE LOBBYING PURPOSES DISCUSSED ABOVE AND WHICH IS ALSO SHOWN ON THE FORM 990 OF AIM AS A LOBBYING EXPENSE. AS SUCH, THE AMOUNT OF THE GRANT IS REPORTED TWICE FOR TRANSPARENCY PURPOSES. LINE 1G: DIRECT CONTACT THE ASSOCIATION USES INTERNAL STAFF AND RETAINED LOBBYISTS TO EDUCATE POLICYMAKERS ABOUT THE ASSOCIATION'S POLICY RECOMMENDATIONS. LINE 1H: RALLIES, DEMONSTRATIONS, SEMINARS, ETC. THE AIM ADVOCACY FORUM WAS HELD IN PERSON IN MAY 2022. |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,505,547 | BeginningYearBalanceAmt |
| Contributions | $2,500 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,111,453 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,359,802 | OtherExpendituresAmt |
| End Year Balance | $16,036,792 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,252,597 | BeginningYearBalanceAmt |
| Contributions | $252,950 | ContributionsAmt |
| Investment Earnings Or Losses | $4,771,161 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,771,161 | OtherExpendituresAmt |
| End Year Balance | $24,505,547 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,252,597 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,490,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,490,922 | OtherExpendituresAmt |
| End Year Balance | $24,252,597 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,043,831 | BeginningYearBalanceAmt |
| Contributions | $208,766 | ContributionsAmt |
| Investment Earnings Or Losses | $1,557,825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,557,825 | OtherExpendituresAmt |
| End Year Balance | $24,252,597 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,038,631 | BeginningYearBalanceAmt |
| Contributions | $5,200 | ContributionsAmt |
| Investment Earnings Or Losses | $894,633 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $894,633 | OtherExpendituresAmt |
| End Year Balance | $24,043,831 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $592,617 | OtherCostOrOtherBasisAmt |
| Book Value | $592,617 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,696,978 | OtherCostOrOtherBasisAmt |
| Depreciation | $289,629 | DepreciationAmt |
| Book Value | $1,407,349 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,783,422 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,229,159 | DepreciationAmt |
| Book Value | $4,554,263 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,579,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,474,688 | DepreciationAmt |
| Book Value | $1,104,428 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,864,008 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,474,867 | DepreciationAmt |
| Book Value | $15,389,141 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,047,798 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST | $34,943,160 | F |
| COMMINGLED TRUST FUND | $5,702,631 | F |
| LIMITED PARTNERHSIP | $5,226,479 | F |
| ASSETS HELD IN TRUST | $290,027 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $46,162,297 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $8,354,573 |
| GIFT ANNUITY OBLIGATIONS | $5,473,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,827,817 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $412,442,490 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$89,598,366 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $8,190,811 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$4,422,924 | OtherRevenueAmt |
| Revenue Not Reported | -$85,830,479 | RevenueNotReportedAmt |
| Revenue Subtotal | $498,272,969 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $269,717 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,495,892 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,765,609 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $502,038,578 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $447,671,301 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $8,190,816 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $71,595 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,262,411 | ExpensesNotReportedAmt |
| Expenses Subtotal | $439,408,890 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $269,717 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,495,892 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,765,609 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $443,174,499 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUNDS A PORTION OF THE NET ASSETS WITH DONOR RESTRICTIONS ARE RESTRICTED AS INVESTMENTS IN PERPETUITY. THE ASSOCIATION'S ENDOWMENT ONLY CONSISTS OF DONOR-RESTRICTED ENDOWMENT FUNDS. NET ASSETS ASSOCIATED WITH THE ASSOCIATION'S ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OF DONOR-IMPOSED RESTRICTIONS. DONORS RESTRICT THE EARNINGS OF SOME OF THE ASSOCIATION'S ENDOWMENT FUNDS TO FUND THE ASSOCIATION'S RESEARCH PROGRAM. IN ACCORDANCE WITH DONOR STIPULATIONS, THE INCOME GENERATED FROM THESE ASSETS IS RESTRICTED FOR RESEARCH (APPROXIMATELY 56%) OR NOT PURPOSE RESTRICTED (APPROXIMATELY 44%). THE ASSOCIATION ACCOUNTS FOR ENDOWMENT NET ASSETS BY PRESERVING THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUND ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT, THE ASSOCIATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (1) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (2) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT AND (3) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE ENDOWMENT FUND. THE ASSOCIATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: - THE DURATION AND PRESERVATION OF THE FUND; - THE PURPOSES OF THE ASSOCIATION AND THE DONOR-RESTRICTED ENDOWMENT FUND; - GENERAL ECONOMIC CONDITIONS; - THE POSSIBLE EFFECTS OF INFLATION AND DEFLATION; - THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; - OTHER RESOURCES OF THE ASSOCIATION; AND - THE INVESTMENT POLICIES OF THE ASSOCIATION. THE ASSOCIATION HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. AS OF JUNE 30, 2022 AND 2021, ENDOWMENT ASSETS ONLY INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ASSOCIATION MUST HOLD IN PERPETUITY, AS THE ASSOCIATION DOES NOT HAVE ANY BOARD-DESIGNATED ENDOWMENT FUNDS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PROVIDE ADEQUATE LIQUIDITY, MAXIMIZING RETURNS ON ALL FUNDS INVESTED AND ACHIEVING FULL EMPLOYMENT OF ALL AVAILABLE FUNDS AS EARNING ASSETS. THE ASSOCIATION HAS AN ACTIVE FINANCE COMMITTEE AND INVESTMENT SUB-COMMITTEE THAT MEETS REGULARLY TO ENSURE THAT THE OBJECTIVES OF THE INVESTMENT POLICY ARE MET, AND THAT THE STRATEGIES USED TO MEET THE OBJECTIVES ARE IN ACCORDANCE WITH THE INVESTMENT POLICY. THE ASSOCIATION'S POLICY IS TO APPROPRIATE SPENDING AMOUNTS DEEMED PRUDENT FOR DONOR-RESTRICTED FUNDS. ENDOWMENT NET ASSETS CONSIST OF DONOR-RELATED ENDOWMENT FUNDS. DURING THE YEAR ENDED JUNE 30, 2022, THE ALZHEIMER'S ASSOCIATION RECLASSIFIED PERPETUAL TRUSTS THAT WERE IMPROPERLY PRESENTED AS ENDOWMENTS IN THE FOOTNOTES TO THE AUDITED FINANCIAL STATEMENTS. THE ALZHEIMER'S ASSOCIATION AMENDED THE ENDOWMENT REPORTING IN THE CURRENT YEAR OF SCHEDULE D PART V TO REFLECT THE CORRECT BALANCE. |
| PART X, LINE 2: | FIN 48 THE ASSOCIATION AND ALZHEIMER'S IMPACT MOVEMENT (AIM) HAVE RECEIVED FAVORABLE DETERMINATION LETTERS FROM THE INTERNAL REVENUE SERVICE, STATING THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986 (IRC), AS ORGANIZATIONS DESCRIBED IN SECTIONS 501(C)(3) AND 501(C)(4), RESPECTIVELY, EXCEPT FOR INCOME TAXES PERTAINING TO UNRELATED BUSINESS INCOME. ALZHEIMER'S IMPACT MOVEMENT POLITICAL ACTION COMMITTEE (AIMPAC) IS A POLITICAL ACTION COMMITTEE ORGANIZATION EXEMPT FROM FEDERAL TAXES UNDER SECTION 527 OF THE IRC. THE ALZHEIMER'S ASSOCIATION INTERNATIONAL IS A NOT-FOR-PROFIT CANADIAN ENTITY. THE COALITION OF NEW YORK STATE ALZHEIMER'S ASSOCIATION CHAPTERS, INC. IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION; THEREFORE, NO PROVISION FOR INCOME TAX HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED GUIDANCE THAT REQUIRES TAX EFFECTS FROM UNCERTAIN TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS AND, AS SUCH, NO PROVISION FOR INCOME TAXES IS REFLECTED. ADDITIONALLY, THERE ARE NO INTEREST OR PENALTIES RECOGNIZED IN THE CONSOLIDATED STATEMENT OF ACTIVITIES OR STATEMENT OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF PERPETUAL TRUSTS -3,640,879. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -801,308. GAMING EXPENSES 19,263. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 3,551,567. COST OF GOODS SOLD -55,675. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE 1,581,293. RESCINDED GRANTS -1,528,961. GAMING EXPENSES 19,263. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 3,551,567. COST OF GOODS SOLD -55,675. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | $9,468,520 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $2,238,135 |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $1,475,350 |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $1,210,182 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTMAKING | $999,094 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $329,700 |
| SOUTH ASIA | 0 | 0 | GRANTMAKING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $15,745,981 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $15,745,981 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (83 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SUPPORT | $324,782 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SUPPORT | $149,767 | WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | PROGRAM SUPPORT | $149,097 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SUPPORT | $174,999 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SUPPORT | $450,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SUPPORT | $149,100 | WIRE | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | PROGRAM SUPPORT | $175,000 | WIRE | $0 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | PROGRAM SUPPORT | $262,500 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $800,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $304,970 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $274,929 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $119,569 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $99,961 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $169,302 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $149,985 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $148,600 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $24,995 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $799,882 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $623,944 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $765,942 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $298,992 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $60,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $149,931 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $24,948 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $155,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $149,997 | WIRE | $0 |
| SUB-SAHARAN AFRICA | PROGRAM SUPPORT | $154,700 | WIRE | $0 |
| SUB-SAHARAN AFRICA | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $174,990 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $149,600 | WIRE | $0 |
| NORTH AMERICA | PROGRAM SUPPORT | $136,358 | WIRE | $0 |
| NORTH AMERICA | PROGRAM SUPPORT | $100,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $147,635 | WIRE | $0 |
| SOUTH ASIA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $169,522 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| NORTH AMERICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SUPPORT | $24,998 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $578,500 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $24,904 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $300,000 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $175,000 | WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA | PROGRAM SUPPORT | $799,999 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| NORTH AMERICA | PROGRAM SUPPORT | $175,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $162,615 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $175,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $259,996 | WIRE | $0 |
| NORTH AMERICA | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| NORTH AMERICA | PROGRAM SUPPORT | $162,765 | WIRE | $0 |
| NORTH AMERICA | PROGRAM SUPPORT | $81,810 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $149,969 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $139,877 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $50,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $126,442 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $24,998 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| NORTH AMERICA | PROGRAM SUPPORT | $226,917 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $175,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $24,992 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $119,732 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $625,000 | WIRE | $0 |
| SOUTH AMERICA | PROGRAM SUPPORT | $132,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $125,500 | WIRE | $0 |
| SUB-SAHARAN AFRICA | PROGRAM SUPPORT | $25,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $790,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | $150,000 | WIRE | $0 |
| EAST ASIA AND THE PACIFIC | PROGRAM SUPPORT | $145,970 | WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 83 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S. THE OVER-SIGHT OF THE SCIENTIFIC INTEGRITY OF THE ALZHEIMER'S ASSOCIATION NATIONAL AND INTERNATIONAL RESEARCH GRANT PROGRAM IS THREE-FOLD. FIRST, THE ALZHEIMER'S ASSOCIATION VOLUNTARY MEDICAL & SCIENTIFIC ADVISORY GROUP (MSAG), THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM (IRGP) COUNCIL, AND ALZHEIMER'S ASSOCIATION MEDICAL & SCIENTIFIC RELATIONS DIVISION, ENSURES PEER REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS AND DEVELOPS FOCUSED REQUESTS FOR APPLICATIONS (RFAS) BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER'S AND ALL DEMENTIA RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION IS ENGAGED IN A PORTFOLIO ANALYSIS OF SCIENTIFIC AREAS OF INVESTMENT TO MONITOR THE DIVERSITY OF THE GRANTS PORTFOLIO, POTENTIAL GAPS IN RESEARCH FUNDING, AND POTENTIAL OVERLAP OF AREAS FUNDED. THE ANALYSIS INFORMS FUTURE FUNDING DECISIONS, STRATEGIC ACTIVITIES AND AREAS OF FUTURE-RFA FOCUS. THIRD, THERE IS A DETAILED PROCESS ONCE A GRANT IS AWARDED TO MONITOR PROGRAM AND SCIENTIFIC AND FINANCIAL INTEGRITY AND, FOR THE FELLOWSHIP PROGRAM, THERE IS A MENTOR EVALUATION. THE ALZHEIMER'S ASSOCIATION MONITORS THE USE OF GRANT FUNDS BOTH INSIDE AND OUTSIDE OF THE UNITED STATES AS FOLLOWS: ALL AWARDEES ARE REQUIRED TO PROVIDE ANNUAL AND IN SOME CASES BI-ANNUAL REPORTING TO THE ALZHEIMER'S ASSOCIATION ON BOTH THE STATUS OF THE RESEARCH PROJECT AND FINANCIAL EXPENDITURES ASSOCIATED WITH THE PROJECT. SEVERAL PROGRAMS ARE LEVERAGED FUNDING OPPORTUNITIES WITH PARTNER ORGANIZATIONS. THESE RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED BETWEEN THE PARTNER ORGANIZATION(S). SIXTY DAYS PRIOR TO THE ANNIVERSARY OF THE AWARD START DATE, AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST NOTIFIES ALL RESEARCHERS AND ALL DESIGNATED INSTITUTIONAL FINANCIAL OFFICIALS WITH FISCAL RESPONSIBILITY FOR THE AWARD OF THE REQUIRED REPORTS, WHICH INCLUDE AN INTERIM SCIENTIFIC REPORT, INTERIM FINANCIAL REPORT, MENTOR EVALUATION, DOCUMENTATION OF ANY PUBLICATIONS AS A RESULT OF ASSOCIATION FUNDING, AND ANNUAL VERIFICATION OF REQUIRED ETHICAL (ANIMAL AND HUMAN AND RECOMBINANT DNA APPROVALS) APPROVALS. THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD CANNOT BE THE PRIMARY INVESTIGATOR OF THE PROJECT. THE ALZHEIMER'S ASSOCIATION PROVIDES A TEMPLATE FOR THE INTERIM SCIENTIFIC REPORT AND A TEMPLATE FOR THE INTERIM FINANCIAL REPORT AND THE MENTOR EVALUATION, BOTH OF WHICH ARE AVAILABLE FOR DOWNLOAD BY THE RESEARCHERS AS WELL AS THE OFFICIAL WITH FISCAL RESPONSIBILITY FOR THE GRANT AT THE AWARDED INSTITUTION AT HTTPS://PROPOSALCENTRAL.COM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WITH FISCAL RESPONSIBILITY, AND FOR THE FELLOWSHIP PROGRAMS, THE MENTOR EVALUATION MUST BE SIGNED BY MENTOR AND FELLOW AND ALL REPORTS MUST BE UPLOADED BY THE AWARD RECIPIENT TO PROPOSALCENTRAL. AFTER RECEIPT, ALL FINANCIAL REPORTS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION SPECIALIST FOR ACCURACY AND CONSISTENCY WITH THE AGREED UPON BUDGET. IN ADDITION, THE ASSOCIATION REQUIRES PROTOCOL CONTINUATION APPROVAL (I.E., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL ETHICAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCOL (RDNA)) ANNUALLY, IF APPLICABLE FOR THE RESEARCH PROJECT. ANY SUBSEQUENT PAYMENTS TO GRANT AWARDEES ARE GENERATED AFTER THE RECEIPT OF THESE DOCUMENTS AND APPROVAL BY THE CHIEF SCIENCE OFFICER, MEDICAL AND SCIENTIFIC RELATIONS. AT THE CONCLUSION OF THE AWARD, ALL REPORTS/PUBLICATION(S) ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSALCENTRAL ONLINE SYSTEM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD. PUBLICATION(S) AS ACCEPTED ARE UPLOADED TO PROPOSALCENTRAL DURING AND AFTER THE DURATION OF THE GRANT. IT IS EXPECTED THAT AWARDEES WILL CONTINUE TO MAINTAIN RECORD OF ANY PUBLICATION(S) ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. DATA GENERATED AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDED WORK IS SUBJECT TO DATA SHARING, AS A CONDITION OF AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECTED TO THIS POLICY FOR QUICK, REASONABLE SUBMISSIONS FOR COMPLETED WORK. FURTHER, AWARDEES HAVE THE OPPORTUNITY TO SUBMIT/SHARE DATA, AS APPLICABLE, THROUGH THE GLOBAL ALZHEIMER'S ASSOCIATION INTERACTIVE NETWORK (GAAIN*), A GLOBAL INFRASTRUCTURE CONNECTING RESEARCH STUDIES FROM AROUND THE WORLD THROUGH ONE PORTAL WHERE DATA CAN BE INTERROGATED IN AGGREGATE FOR ANALYSIS USING A VIRTUAL MACHINE. GAAIN IS WHOLLY FUNDED BY THE ALZHEIMER'S ASSOCIATION. IN ADDITION, THE ASSOCIATION REQUESTS, MONITORS, AND FOLLOWS-UP TO ENSURE SUBMISSION COMPLIANCE ON ALL AWARDED GRANTS AND THAT FINANCIAL REPORTING REQUIREMENTS ARE MET. AWARDEES' FINANCIAL REPORTS ARE REVIEWED ANNUALLY TO ENSURE ELIGIBILITY FOR CONTINUED FUNDING. DELINQUENT REPORT(S) MAY RESULT IN THE WITHDRAWAL OF FUNDING. RESEARCHERS ARE INFORMED THAT DELINQUENT REPORTING COULD LEAD TO WITHDRAWAL OF FUNDING WHEN THE REQUEST FOR ANNUAL REPORT(S) IS SENT. IF FUNDING IS WITHDRAWN DUE TO DELINQUENT REPORTS, ANY UNSPENT FUNDS MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. FOREIGN INSTITUTIONS ARE REQUIRED TO SUBMIT ONE OF THE FOLLOWING AS VERIFICATION OF NON-PROFIT STATUS: - ORGANIZATION'S CHARTER, BYLAWS AND OTHER GOVERNING DOCUMENTS (IN ENGLISH, IF POSSIBLE). IN CASES WHERE TRANSLATION IS NOT POSSIBLE, A DATED AND SIGNED LETTER IN ENGLISH FROM THE RECTOR OR OTHER AUTHORIZED SIGNING OFFICIAL OF THE INSTITUTION IS ACCEPTABLE. - DOCUMENTATION OF NON-PROFIT DESIGNATION FROM ORGANIZATION'S GOVERNMENT. FOR-PROFIT ORGANIZATIONS ARE NOT ELIGIBLE TO APPLY TO THE ALZHEIMER'S ASSOCIATION'S INTERNATIONAL RESEARCH GRANT PROGRAM, WITH THE EXCEPTION OF THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT PROGRAM, ALZHEIMER'S INNOVATION AWARD AND CERTAIN PARTNERSHIP PROGRAMS, INCLUDING TAU PIPELINE ENABLING PROGRAM (T-PEP). ELIGIBILITY OF ORGANIZATIONS APPLICABLE FOR A PROGRAM ARE DETAILED IN THAT PROGRAM'S RFA. UNLESS OTHERWISE STATED IN PROGRAM, ALL INSTITUTIONS ARE REQUIRED TO SUBMIT VERIFICATION OF THEIR NON-PROFIT STATUS DATED WITHIN THE LAST FIVE YEARS (E.G., IRS TAX DETERMINATION LETTER). IF THE IRS DETERMINATION LETTER IS DATED PRIOR TO THIS FIVE-YEAR PERIOD, THE INSTITUTION IS REQUIRED TO PROVIDE DOCUMENTATION FROM AN AUTHORIZED SIGNING OFFICIAL IN THEIR GRANTS AND CONTRACTS OFFICE OR OFFICE OF SPONSORED RESEARCH TO CONFIRM THERE HAS NOT BEEN A STATUS CHANGE FOR THE ORGANIZATION. FOR THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT PROGRAM AND OTHER PROGRAMS WITH FOR-PROFIT AWARDEES, ANY FOR-PROFIT APPLICANT IS REQUIRED TO SUBMIT THE ORGANIZATION'S FINANCIAL STATEMENTS. AS PART OF THE APPLICATION PROCESS, APPLICANTS ARE TO UPLOAD A W-8BEN-E FORM THAT HAS BEEN DATED AND SIGNED BY AN AUTHORIZED SIGNING OFFICIAL. THIS FORM VERIFIES THAT AN INSTITUTION OR ORGANIZATION IS DESIGNATED AS A 501(C)(3) OR OTHER NON-PROFIT ENTITY. FOR PROFIT ORGANIZATIONS MUST SUBMIT DOCUMENTATION OF NET ASSETS AND ANNUAL EARNINGS, IN ADDITION TO THE W-8BEN-E FORM FOR CONSIDERATION. THESE FORMS ARE UPLOADED WITHIN THEIR SUBMITTED APPLICATION TO PROPOSALCENTRAL. AFTER RECEIPT, THESE FORMS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST. FOLLOWING REVIEW BY A GRANT SPECIALIST, APPLICATIONS ARE THEN MOVED FORWARD TO PEER-REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANT SPECIALIST INCLUDES THE APPROPRIATE FORMS IN PAYMENT REQUESTS FOR GRANT FUNDING PAYMENTS. PRIOR TO AWARD CONFIRMATION, THE MEDICAL AND SCIENTIFIC RELATIONS DIVISION VERIFIES THAT EACH INSTITUTION IS COMPLIANT WITH THE U.S. PATRIOT ACT AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LISTS. PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE (I.E. THE INSTITUTION) IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT (THROUGH OFAC). THE GRANT SPECIALIST CONFIRMS ELIGIBILITY AND PROVIDES THIS DOCUMENTATION TO THE GRANT ONLINE FILE AT PROPOSALCENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY THE ASSOCIATION, IT WILL BE IMMEDIATELY REPORTED TO THE ALZHEIMER'S ASSOCIATION LEGAL DEPARTMENT FOR APPROPRIATE HANDLING AND FOLLOW-UP. FOR TRANSACTIONS UNRELATED TO THE INTERNATIONAL RESEARCH GRANT PROGRAM IN THE MEDICAL AND SCIENTIFIC DEPARTMENT, THE SAME FINANCIAL DOCUMENTATION IS REVIEWED. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF THE ASSOCIATION'S GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY THAT RESULT FROM FUNDED STUDIES. THE ASSOCIATION REQUIRES THE GRANT RECIPIENT TO NOTIFY THE ALZHEIMER'S ASSOCIATION ON AN ANNUAL BASIS WITH UPDATES TO THESE RECORDS. FOLLOW-ON FUNDING FROM FEDERAL AGENCIES IS ALSO MONITORED. * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION. |
| PART I, LINE 3: | METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ALZHEIMER'S ASSOCIATION ACCOUNTS FOR EXPENDITURES, CASH GRANTS, AND NONCASH ASSISTANCE USING THE ACCRUAL METHOD. PART II, LINE 1: METHOD USED TO ACCOUNT FOR EXPENDITURES AND GRANTS THE ALZHEIMER'S ASSOCIATION ACCOUNTS FOR EXPENDITURES, CASH GRANTS, AND NONCASH ASSISTANCE USING THE ACCRUAL METHOD. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| THD | ||||||||
| 80 HAYDEN AVENUE SUITE 300 | LEXINGTON | MA | 02421 | 0 | $44,700,254 | $1,811,118 | $42,889,136 | |
| CDR | ||||||||
| 16900 SCIENCE DRIVE SUITE 210 | BOWIE | MD | 20715 | 0 | $34,930,304 | $282,400 | $34,647,904 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $79,630,558 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $2,093,518 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $77,537,040 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | PTC-GALA | Event1Nm |
| Gross Receipts Event1 | $3,809,200 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,191,641 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $617,559 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $390,912 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $88,380 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $146,425 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $52,315 | OtherDirectExpensesEvent1Amt |
| Event2 | NAPA VALLEY | Event2Nm |
| Gross Receipts Event2 | $1,943,277 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,563,002 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $380,275 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $181,113 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $85,783 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $6,223 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $177,151 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 65 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $20,810,086 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $17,872,678 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $2,937,408 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $432,711 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $689,703 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,782,433 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $284,536 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,718,452 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $26,562,563 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $22,627,321 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,935,242 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $432,711 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,261,728 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,956,596 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $437,184 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,947,918 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,036,137 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,100,895 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $24,675 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $19,263 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $24,675 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $19,263 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $19,263 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $5,412 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | IA | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | MI | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | OH | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | OR | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNE CAREY | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N MICHIGAN AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNE CAREY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Services Prov | ALZHEIMER'S ASSOCIATION HAS MORE GAMING MANAGERS THAN LYNNE CAREY LISTED ON PART III, LINE 16. THIS INFORMATION IS AVAILABLE UPON REQUEST FROM ALZHEIMER'S HOME OFFICE. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B, BOX (III): | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING CONSULTANT - CONTROL ARRANGEMENT THE ALZHEIMER'S ASSOCIATION ENGAGES THOMPSON, HABIB & DENISON INC. (THD) FOR PROFESSIONAL FUNDRAISING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIRECT MARKETING STRATEGY AND PROGRAM DIRECTION; PRODUCTION MANAGEMENT; DATABASE MANAGEMENT; BUDGETING MANAGEMENT; AND REPORT MANAGEMENT. THE ALZHEIMER'S ASSOCIATION ENGAGES CREATIVE DIRECT RESPONSE, INC. (CDR) FOR PROFESSIONAL FUNDRAISING DIGITAL MARKETING CONSULTANT SERVICES. A DESCRIPTION OF THE ARRANGEMENT IS LISTED BELOW: DIGITAL MARKETING STRATEGY AND PROGRAM DIRECTION; E-MAIL PROGRAM MANAGEMENT; PRODUCTION MANAGEMENT; DATABASE MANAGEMENT; AND BUDGETING MANAGEMENT. PART I, LINE 2B, BOX (VI): FUNDRAISING CONSULTANT - FEE ARRANGEMENT THE AGREEMENT BETWEEN THOMPSON, HABIB & DENISON (THD) AND THE ALZHEIMER'S ASSOCIATION IS NOT A PERCENTAGE-BASED AGREEMENT. THD IS PAID A FIXED FEE PER MONTH. THE ALZHEIMER'S ASSOCIATION EXERCISES CONTROL AND APPROVAL OVER THE CONTENT AND FREQUENCY OF ALL SOLICITATIONS. THE AGREEMENT BETWEEN CREATIVE DIRECT RESPONSE, INC. (CDR) AND THE ALZHEIMER'S ASSOCIATION IS NOT A PERCENTAGE-BASED AGREEMENT. CDR IS PAID A FIXED FEE PER MONTH. THE ALZHEIMER'S ASSOCIATION EXERCISES CONTROL AND APPROVAL. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (108 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| ALBANY MEDICAL COLLEGE | |||||||||
| 47 NEW SCOTLAND AVENUE RESEARCH | ADMINISTRATION | ALBANY | NY | 12208 | 141338310 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT |
| ALZHEIMERS IMPACT MOVEMENT | |||||||||
| 225 NORTH MICHIGAN AVE | CHICAGO | IL | 60601 | 271961435 | 501(C)(4) | $10,008,054 | $0 | PUBLIC POLICY | |
| AMERICAN BRAIN FOUNDATION | |||||||||
| 201 CHICAGO AVE | MINNEAPOLIS | MN | 55415 | 411717098 | 501(C)(3) | $1,531,667 | $0 | PROGRAM SUPPORT | |
| AMERICAN COLLEGE OF RADIOLOGY | |||||||||
| 1891 PRESTON WHITE DRIVE | RESTON | VA | 20191 | 362261602 | 501(C)(3) | $1,547,493 | $0 | PROGRAM SUPPORT | |
| ARIZONA STATE UNIVERSITY | |||||||||
| PO BOX 876011 | TEMPE | AZ | 85287 | 860196696 | 501(C)(3) | $300,000 | $0 | PROGRAM SUPPORT | |
| ARTERY THERAPEUTICS INC | |||||||||
| 10 DUBERSTEIN DRIVE | SAN RAMON | CA | 94583 | 830389565 | $800,000 | $0 | PROGRAM SUPPORT | ||
| BAYLOR COLLEGE OF MEDICINE | |||||||||
| ONE BAYLOR PLAZA MS BCM 310 | HOUSTON | TX | 77030 | 741613878 | 501(C)(3) | $174,500 | $0 | PROGRAM SUPPORT | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | 042103881 | 501(C)(3) | $300,000 | $0 | PROGRAM SUPPORT | |
| BOSTON CHILDREN'S HOSPITAL | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $175,000 | $0 | PROGRAM SUPPORT | |
| BRIGHAM AND WOMEN'S HOSPITAL INC | |||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | 501(C)(3) | $664,884 | $0 | PROGRAM SUPPORT | |
| BROAD INSTITUTE INC | |||||||||
| 415 MAIN STREET | CAMBRIDGE | MA | 02142 | 263428781 | 501(C)(3) | $299,818 | $0 | PROGRAM SUPPORT | |
| BROWN UNIVERSITY | |||||||||
| 350 EDDY STREET BOX 1929 | PROVIDENCE | RI | 02912 | 050258809 | 501(C)(3) | $300,000 | $0 | PROGRAM SUPPORT | |
| CALIFORNIA STATE UNIVERSITY | |||||||||
| 4910 N CHESTNUT AVE | FRESNO | CA | 93726 | 946003272 | 501(C)(3) | $25,000 | $0 | PROGRAM SUPPORT | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | 341018992 | 501(C)(3) | $324,916 | $0 | PROGRAM SUPPORT | |
| CITY OF LAUDERDALE LAKES | |||||||||
| 4320 NW 36TH ST | FORT LAUDERDALE | FL | 33319 | 590974050 | 501(C)(3) | $8,659 | $0 | PROGRAM SUPPORT | |
| CLEVELAND CLINIC FOUNDATION | |||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | 043167352 | 501(C)(3) | $162,297 | $0 | PROGRAM SUPPORT | |
| COLORADO STATE UNIVERSITY | |||||||||
| 2002 CAMPUS DELIVERY | FORT COLLINS | CO | 80523 | 846000545 | 501(C)(3) | $149,947 | $0 | PROGRAM SUPPORT | |
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | 135598093 | 501(C)(3) | $1,339,961 | $0 | PROGRAM SUPPORT | |
| CORNELL UNIVERSITY | |||||||||
| 373 PINE TREE ROAD | ITHACA | NY | 14850 | 150532082 | 501(C)(3) | $450,000 | $0 | PROGRAM SUPPORT | |
| DUKE UNIVERSITY | |||||||||
| 2200 W MAIN STREET SUITE 710 | DURHAM | NC | 27705 | 560532129 | 501(C)(3) | $729,790 | $0 | PROGRAM SUPPORT | |
| EMORY UNIVERSITY | |||||||||
| 1599 CLIFTON ROAD NE | ATLANTA | GA | 30322 | 580566256 | 501(C)(3) | $642,772 | $0 | PROGRAM SUPPORT | |
| FOUNDATION FOR THE NATIONAL INSTITUTES OF HEALTH | |||||||||
| 11400 ROCKVILLE PIKE SUITE 600 | NORTH BETHESDA | MD | 20852 | 521986675 | 501(C)(3) | $834,717 | $0 | PROGRAM SUPPORT | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||||
| ONE GUSTAVE L LEVY PLACE BOX 1075 | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $1,324,990 | $0 | PROGRAM SUPPORT | |
| INDIANA UNIVERSITY | |||||||||
| 509 E 3RD STREET | BLOOMINGTON | IN | 47401 | 356001673 | 501(C)(3) | $886,466 | $0 | PROGRAM SUPPORT | |
| IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY | |||||||||
| 505 MORRILL ROAD | AMES | IA | 50011 | 426004224 | 501(C)(3) | $148,388 | $0 | PROGRAM SUPPORT | |
| JOHNS HOPKINS UNIVERSITY - KRIEGER SCHOOL OF ARTS & SCIENCES | |||||||||
| 3400 N CHARLES STREET SUITE N600 | BALTIMORE | MD | 21218 | 520595110 | 501(C)(3) | $175,000 | $0 | PROGRAM SUPPORT | |
| KAISER FOUNDATION HEALTH PLAN OF COLORADO | |||||||||
| 2550 S PARKER RD SUITE 200 | AURORA | CO | 80014 | 840591617 | 501(C)(3) | $250,000 | $0 | PROGRAM SUPPORT | |
| KENNESAW STATE UNIVERSITY RESEARCH AND SERVICE FOUNDATION | |||||||||
| 1000 CHASTAIN ROAD MD 0111 | KENNESAW | GA | 30144 | 371535589 | 501(C)(3) | $149,974 | $0 | PROGRAM SUPPORT | |
| LEHIGH UNIVERSITY | |||||||||
| 526 BRODHEAD AVENUE | BETHLEHEM | PA | 18015 | 240795445 | 501(C)(3) | $149,951 | $0 | PROGRAM SUPPORT | |
| LOWCOUNTRY CENTER FOR VETERANS RESEARCH | |||||||||
| 22 WESTEDGE STREET SUITE 410 | CHARLESTON | SC | 29403 | 562054871 | 501(C)(3) | $50,000 | $0 | PROGRAM SUPPORT | |
| LOYOLA UNIVERSITY-CHICAGO | |||||||||
| 2160 SOUTH FIRST AVENUE | MAYWOOD | IL | 60153 | 361408475 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | 042697983 | 501(C)(3) | $1,187,533 | $0 | PROGRAM SUPPORT | |
| MAYO CLINIC ARIZONA | |||||||||
| 13400 EAST SHEA BOULEVARD SCJ 1ST | FLOOR | SCOTTSDALE | AZ | 85259 | 860800150 | 501(C)(3) | $140,000 | $0 | PROGRAM SUPPORT |
| MAYO CLINIC JACKSONVILLE | |||||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | 593337028 | 501(C)(3) | $904,951 | $0 | PROGRAM SUPPORT | |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA | |||||||||
| 179 ASHLEY AVE | CHARLESTON | SC | 29425 | 576000722 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT | |
| MICHIGAN STATE UNIVERSITY | |||||||||
| 426 AUDITORIUM ROAD | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | $349,033 | $0 | PROGRAM SUPPORT | |
| NATIONAL INSTITUTE OF NEUROLOGICAL DISORDERS AND STROKE | |||||||||
| 9000 ROCKVILLE PIKE | BETHESDA | MD | 20892 | 520858115 | 501(C)(3) | $175,000 | $0 | PROGRAM SUPPORT | |
| NEVADA SYSTEM OF HIGHER EDUCATION | |||||||||
| 4505 MARYLAND PARKWAY BOX 451055 | LAS VEGAS | NV | 89154 | 886000024 | 501(C)(3) | $298,989 | $0 | PROGRAM SUPPORT | |
| NEW YORK INSTITUTE OF TECHNOLOGY | |||||||||
| NORTHERN BOULEVARD GERRY HOUSE | OLD WESTBURY | NY | 11568 | 111788788 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT | |
| NEW YORK UNIVERSITY | |||||||||
| 665 BROADWAY SUITE 801 | NEW YORK | NY | 10016 | 135562308 | 501(C)(3) | $665,000 | $0 | PROGRAM SUPPORT | |
| NORTHWESTERN UNIVERSITY | |||||||||
| 750 NORTH LAKE SHORE DRIVE 7TH | FLOOR | CHICAGO | IL | 60611 | 362167817 | 501(C)(3) | $293,530 | $0 | PROGRAM SUPPORT |
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||||||
| 3181 SW SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | 501(C)(3) | $911,965 | $0 | PROGRAM SUPPORT | |
| PHARMATROPHIX INC | |||||||||
| 2198 STERLING AVE | MENLO PARK | CA | 94025 | 141973571 | $890,000 | $0 | PROGRAM SUPPORT | ||
| REGENERATIVE RESEARCH FOUNDATION | |||||||||
| ONE DISCOVERY DRIVE | RENSSELAER | NY | 12144 | 203654626 | 501(C)(3) | $140,000 | $0 | PROGRAM SUPPORT | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA - TWIN CITIES | |||||||||
| 420 DELAWARE STREET SE | MINNEAPOLIS | MN | 55455 | 416007513 | 501(C)(3) | $145,861 | $0 | PROGRAM SUPPORT | |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | |||||||||
| 150 BROADWAY SUITE 301 | MENANDS | NY | 12204 | 141410842 | 501(C)(3) | $315,000 | $0 | PROGRAM SUPPORT | |
| RESEARCH FOUNDATION OF CUNY | |||||||||
| 85 ST NICHOLAS TERRACE | NEW YORK | NY | 10031 | 131988190 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT | |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||||
| 1653 W CONGRESS PARKWAY | CHICAGO | IL | 60612 | 362174823 | 501(C)(3) | $447,017 | $0 | PROGRAM SUPPORT | |
| SOUTH CAROLINA DEPARTMENT OF AGING | |||||||||
| 1301 GERVAIS ST STE 200 | COLUMBIA | SC | 29201 | 576000286 | 501(C)(3) | $1,351,651 | $0 | PROGRAM SUPPORT | |
| SOUTHERN CALIFORNIA INSTITUTE FOR RESEARCH AND EDUCATION | |||||||||
| 5901 E SEVENTH ST | LONG BEACH | CA | 90822 | 330331855 | 501(C)(3) | $100,000 | $0 | PROGRAM SUPPORT | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | |||||||||
| 262 DANNY THOMAS PLACE MAIL STOP | 733 | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||||
| 485 BROADWAY ST | REDWOOD CITY | CA | 94063 | 941156365 | 501(C)(3) | $325,000 | $0 | PROGRAM SUPPORT | |
| THE FEINSTEIN INSTITUTES FOR MEDICAL RESEARCH | |||||||||
| 350 COMMUNITY DRIVE | MANHASSET | NY | 11030 | 112673595 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT | |
| THE GEORGE WASHINGTON UNIVERSITY | |||||||||
| 1922 F STREET NW 4TH FLOOR | WASHINGTON | DC | 20052 | 530196584 | 501(C)(3) | $66,000 | $0 | PROGRAM SUPPORT | |
| THE J DAVID GLADSTONE INSTITUTES | |||||||||
| 1650 OWENS STREET | SAN FRANCISCO | CA | 94158 | 237203666 | 501(C)(3) | $179,104 | $0 | PROGRAM SUPPORT | |
| THE JACKSON LABORATORY | |||||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04906 | 010211513 | 501(C)(3) | $789,902 | $0 | PROGRAM SUPPORT | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | |||||||||
| 1608 FOURTH STREET SUITE 220 | BERKELEY | CA | 94710 | 946002123 | 501(C)(3) | $140,000 | $0 | PROGRAM SUPPORT | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||||
| 160 ALDRICH HALL | IRVINE | CA | 92697 | 952226406 | 501(C)(3) | $175,000 | $0 | PROGRAM SUPPORT | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES | |||||||||
| 10889 WILSHIRE BOULEVARD SUITE 700 | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | $299,305 | $0 | PROGRAM SUPPORT | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||||
| 9500 GILMAN DRIVE DEPT 0934 | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $644,996 | $0 | PROGRAM SUPPORT | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||
| 3333 CALIFORNIA STREET SUITE 315 | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | $2,188,525 | $0 | PROGRAM SUPPORT | |
| THE REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||||
| 3003 S STATE STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $980,834 | $0 | PROGRAM SUPPORT | |
| THE RESEARCH FOUNDATION OF SUNY | |||||||||
| 35 STATE STREET | ALBANY | NY | 12207 | 141368361 | 501(C)(3) | $298,990 | $0 | PROGRAM SUPPORT | |
| THE SALK INSTITUTE FOR BIOLOGICAL STUDIES | |||||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | 952160097 | 501(C)(3) | $175,000 | $0 | PROGRAM SUPPORT | |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||
| 3451 WALNUT STREET FRANKLIN | BUILDING 5TH FLOOR | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $879,551 | $0 | PROGRAM SUPPORT |
| THE UNIVERSITY OF ILLINOIS AT URBANA-CHAMPAIGN | |||||||||
| 901 WEST ILLINOIS STREET | URBANA | IL | 61801 | 376000511 | 501(C)(3) | $7,500 | $0 | PROGRAM SUPPORT | |
| THE UNIVERSITY OF IOWA | |||||||||
| 2 GILMORE HALL | IOWA CITY | IA | 52242 | 426004813 | 501(C)(3) | $311,363 | $0 | PROGRAM SUPPORT | |
| THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||||
| 104 AIRPORT DRIVE SUITE 2200 CAMPUS | BOX 1350 | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $844,705 | $0 | PROGRAM SUPPORT |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| 3925 WEST BRAKER LN SUITE 3340 | AUSTIN | TX | 78759 | 746000203 | 501(C)(3) | $594,875 | $0 | PROGRAM SUPPORT | |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | |||||||||
| 7000 FANNIN UCT 1006 | HOUSTON | TX | 77030 | 741761309 | 501(C)(3) | $439,994 | $0 | PROGRAM SUPPORT | |
| THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON | |||||||||
| 301 UNIVERSITY BOULEVARD | GALVESTON | TX | 77555 | 746000949 | 501(C)(3) | $349,822 | $0 | PROGRAM SUPPORT | |
| THE UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER | |||||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | 756002868 | 501(C)(3) | $300,000 | $0 | PROGRAM SUPPORT | |
| THE UNIVERSITY OF UTAH | |||||||||
| 201 PRESIDENTS CIRCLE | SALT LAKE CITY | UT | 84112 | 876000525 | 501(C)(3) | $149,976 | $0 | PROGRAM SUPPORT | |
| THOMAS JEFFERSON UNIVERSITY | |||||||||
| 833 CHESTNUT STREET SUITE 900 | PHILADELPHIA | PA | 19107 | 231352651 | 501(C)(3) | $136,365 | $0 | PROGRAM SUPPORT | |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||||
| 85 EAST NEWTON | BOSTON | MA | 02218 | 042103547 | 501(C)(3) | $475,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | |||||||||
| 9500 GILMAN DRIVE DEPT 0934 | BIRMINGHAM | AL | 35294 | 636005396 | 501(C)(3) | $100,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF ARIZONA | |||||||||
| UNIVERSITY OF ARIZONA | TUCSON | AZ | 85287 | 742652689 | 501(C)(3) | $138,324 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF COLORADO ANSCHUTZ | |||||||||
| 12631 EAST 17TH AVENUE BOX F496 | AURORA | CO | 80045 | 846000555 | 501(C)(3) | $173,286 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF CONNECTICUT HEALTH CENTER | |||||||||
| 263 FARMINGTON AVE | FARMINGTON | CT | 06030 | 521725543 | 501(C)(3) | $61,437 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF FLORIDA | |||||||||
| 207 GRINTER HALL | GAINESVILLE | FL | 32611 | 596002052 | 501(C)(3) | $624,358 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF KANSAS MEDICAL CENTER RESEARCH INSTITUTE INC | |||||||||
| 3901 RAINBOW BOULEVARD | KANSAS CITY | KS | 66103 | 481108830 | 501(C)(3) | $324,995 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | |||||||||
| 500 SOUTH LIMESTONE | LEXINGTON | KY | 40526 | 616033693 | 501(C)(3) | $299,998 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF MARYLAND BALTIMORE | |||||||||
| 620 W LEXINGTON STREET 4TH FLOOR | BALTIMORE | MD | 21201 | 526002033 | 501(C)(3) | $377,543 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL | |||||||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | 043167352 | 501(C)(3) | $474,997 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF MIAMI | |||||||||
| 1320 S DIXIE HIGHWAY SUITE 650 | CORAL GABLES | FL | 33146 | 590624458 | 501(C)(3) | $733,780 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF MISSOURI - ST LOUIS | |||||||||
| ONE UNIVERSITY BOULEVARD | ST LOUIS | MO | 63121 | 436003859 | 501(C)(3) | $149,972 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF NEBRASKA MEDICAL CENTER | |||||||||
| 985100 NEBRASKA MEDICAL CENTER | OMAHA | NE | 68198 | 470049123 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF PITTSBURGH | |||||||||
| 300 MURDOCH BUILDING 3420 FORBES | AVENUE | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | $348,089 | $0 | PROGRAM SUPPORT |
| UNIVERSITY OF SOUTH CAROLINA | |||||||||
| 1600 HAMPTON STREET SUITE 414 | COLUMBIA | SC | 29208 | 576001153 | 501(C)(3) | $1,480,801 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF SOUTH FLORIDA | |||||||||
| 3702 SPECTRUM BLVD SUITE 165 | TAMPA | FL | 33612 | 593102112 | 501(C)(3) | $325,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||
| 3720 S FLOWER STREET 3RD FLOOR | LOS ANGELES | CA | 90089 | 951642394 | 501(C)(3) | $2,948,582 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO | |||||||||
| 7703 FLOYD CURL DRIVE | SAN ANTONIO | TX | 78229 | 741586031 | 501(C)(3) | $863,592 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF TEXAS RIO GRANDE VALLEY | |||||||||
| 1201 W UNIVERSITY DRIVE | EDINBURG | TX | 78539 | 465292740 | 501(C)(3) | $149,985 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF TOLEDO HEALTH SCIENCE CAMPUS | |||||||||
| 3000 ARLINGTON AVENUE | TOLEDO | OH | 43614 | 346401483 | 501(C)(3) | $150,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF VIRGINIA | |||||||||
| PO BOX 400195 | CHARLOTTESVILLE | VA | 22904 | 546001796 | 501(C)(3) | $175,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF WASHINGTON | |||||||||
| 4333 BROOKLYN AVE NE BOX 359472 | SEATTLE | WA | 98195 | 916001537 | 501(C)(3) | $440,000 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF WISCONSIN-MADISON | |||||||||
| 21 NORTH PARK STREET SUITE 6301 | MADISON | WI | 53715 | 396006492 | 501(C)(3) | $324,997 | $0 | PROGRAM SUPPORT | |
| UNIVERSITY OF WISCONSIN-MILWAUKEE | |||||||||
| PO BOX 340 | MILWAUKEE | WI | 53201 | 391805963 | 501(C)(3) | $300,000 | $0 | PROGRAM SUPPORT | |
| VANDERBILT UNIVERSITY | |||||||||
| 110 21ST AVENUE SOUTH SUITE 800 | NASHVILLE | TN | 37203 | 620476822 | 501(C)(3) | $114,289 | $0 | PROGRAM SUPPORT | |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||||
| 110 21ST AVENUE SOUTH SUITE 800 | NASHVILLE | TN | 37203 | 352528741 | 501(C)(3) | $280,000 | $0 | PROGRAM SUPPORT | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 223849199 | 501(C)(3) | $7,867,117 | $0 | PROGRAM SUPPORT | |
| WASHINGTON STATE UNIVERSITY | |||||||||
| 280 LIGHTY | PULLMAN | WA | 99164 | 916001108 | 501(C)(3) | $324,034 | $0 | PROGRAM SUPPORT | |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||
| 1054 ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | 430653611 | 501(C)(3) | $2,585,618 | $0 | PROGRAM SUPPORT | |
| WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY | |||||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | 131623978 | 501(C)(3) | $140,000 | $0 | PROGRAM SUPPORT | |
| WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH | |||||||||
| 455 MAIN STREET | CAMBRIDGE | MA | 02142 | 061043412 | 501(C)(3) | $175,000 | $0 | PROGRAM SUPPORT | |
| WILLIAM BEAUMONT HOSPITAL | |||||||||
| 3811 W 13 MILE RD | ROYAL OAK | MI | 48073 | 381459362 | 501(C)(3) | $10,231 | $0 | PROGRAM SUPPORT | |
| WORLD EVENTS FORUM INC | |||||||||
| 1631 WHITCOMB | DES PLAINES | IL | 60018 | 364390483 | $30,000 | $0 | PROGRAM SUPPORT | ||
| YALE UNIVERSITY | |||||||||
| PO BOX 208327 | NEW HAVEN | CT | 06520 | 060646973 | 501(C)(3) | $588,766 | $0 | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 105 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RESPITE CAREGIVER | 3500 | $1,792,339 |
| SCHOLARSHIPS | 31 | $32,341 |
| SAFE RETURN | 155 | $15,256 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S. THE OVER-SIGHT OF THE SCIENTIFIC INTEGRITY OF THE ALZHEIMER'S ASSOCIATION NATIONAL AND INTERNATIONAL RESEARCH GRANT PROGRAM IS THREE-FOLD. FIRST, THE ALZHEIMER'S ASSOCIATION VOLUNTARY MEDICAL & SCIENTIFIC ADVISORY GROUP (MSAG), THE ALZHEIMER'S ASSOCIATION INTERNATIONAL RESEARCH GRANT PROGRAM COUNCIL, AND THE ALZHEIMER'S ASSOCIATION MEDICAL & SCIENTIFIC RELATIONS DIVISION, ENSURES PEER REVIEW AND HIGH QUALITY OF FUNDED AWARDS DURING THE GRANT REVIEW PROCESS AND DEVELOPS FOCUSED REQUESTS FOR APPLICATIONS (RFAS) BASED ON IDENTIFIED NEEDS IN THE ALZHEIMER RESEARCH COMMUNITY. SECOND, THE ALZHEIMER'S ASSOCIATION IS ENGAGED IN A PORTFOLIO ANALYSIS OF SCIENTIFIC AREAS OF INVESTMENT TO MONITOR THE DIVERSITY OF THE GRANTS PORTFOLIO, POTENTIAL GAPS IN RESEARCH FUNDING, AND POTENTIAL OVERLAP OF AREAS FUNDED. THE ANALYSIS INFORMS FUTURE FUNDING DECISIONS, STRATEGIC ACTIVITIES AND AREAS OF FUTURE RFA FOCUS. THIRD, THERE IS A DETAILED PROCESS ONCE A GRANT IS AWARDED TO MONITOR PROGRAM AND SCIENTIFIC AND FINANCIAL INTEGRITY AND, FOR THE FELLOWSHIP PROGRAM, THERE IS A MENTOR EVALUATION. THE ALZHEIMER'S ASSOCIATION MONITORS THE USE OF GRANT FUNDS BOTH INSIDE AND OUTSIDE OF THE UNITED STATES AS FOLLOWS: ALL AWARDEES ARE REQUIRED TO PROVIDE ANNUAL AND IN SOME CASES BI-ANNUAL REPORTING TO THE ALZHEIMER'S ASSOCIATION ON BOTH THE STATUS OF THE RESEARCH PROJECT AND FINANCIAL EXPENDITURES ASSOCIATED WITH THE AWARD. SEVERAL PROGRAMS ARE LEVERAGED FUNDING OPPORTUNITIES WITH PARTNER ORGANIZATIONS. THESE RESEARCH PROJECTS AND FINANCIAL EXPENDITURE REPORTS ARE SHARED BETWEEN THE PARTNER ORGANIZATION(S). SIXTY DAYS PRIOR TO THE ANNIVERSARY OF THE AWARD START DATE, AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST NOTIFIES ALL RESEARCHERS AND ALL DESIGNATED INSTITUTIONAL FINANCIAL OFFICIALS WITH FISCAL RESPONSIBILITY FOR THE AWARD OF THE REQUIRED REPORTS, WHICH INCLUDE AN INTERIM SCIENTIFIC REPORT, INTERIM FINANCIAL REPORT, DOCUMENTATION OF ANY PUBLICATIONS AS A RESULT OF ASSOCIATION FUNDING, AND ANNUAL VERIFICATION OF REQUIRED ETHICAL (ANIMAL AND HUMAN) APPROVALS. THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD CANNOT BE THE PRIMARY INVESTIGATOR OF THE PROJECT. THE ALZHEIMER'S ASSOCIATION PROVIDES A TEMPLATE FOR THE INTERIM SCIENTIFIC REPORT AND A TEMPLATE FOR THE INTERIM FINANCIAL REPORT, BOTH OF WHICH ARE AVAILABLE FOR DOWNLOAD BY THE RESEARCHERS AS WELL AS THE OFFICIAL WITH FISCAL RESPONSIBILITY FOR THE GRANT AT THE AWARDED INSTITUTION AT HTTPS://PROPOSALCENTRAL.COM/. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WITH FISCAL RESPONSIBILITY, AND ALL REPORTS MUST BE UPLOADED BY THE AWARD RECIPIENT TO PROPOSALCENTRAL. AFTER RECEIPT, ALL FINANCIAL REPORTS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST FOR ACCURACY AND CONSISTENCY WITH THE AGREED UPON BUDGET. IN ADDITION, THE ASSOCIATION REQUIRES PROTOCOL CONTINUATION APPROVAL (I.E., INSTITUTIONAL ANIMAL CARE AND USE COMMITTEE (IACUC), INSTITUTIONAL REVIEW BOARD (IRB), RECOMBINANT DNA PROTOCAL (RDNA)) ANNUALLY, IF APPLICABLE FOR THE RESEARCH PROJECT. ANY SUBSEQUENT PAYMENTS TO GRANT AWARDEES ARE GENERATED AFTER THE RECEIPT OF THESE DOCUMENTS AND APPROVAL BY THE CHIEF SCIENCE OFFICER, MEDICAL AND SCIENTIFIC RELATIONS. AT THE CONCLUSION OF THE AWARD, ALL REPORTS/PUBLICATION(S) ARE DUE 90 DAYS AFTER THE AWARD EXPIRES AND MUST BE UPLOADED TO THE PROPOSALCENTRAL ONLINE SYSTEM. THE FINANCIAL REPORT MUST BE SIGNED BY THE INSTITUTIONAL OFFICIAL WHO HAS FISCAL RESPONSIBILITY FOR THE AWARD. PUBLICATION(S) AS ACCEPTED ARE UPLOADED TO PROPOSALCENTRAL DURING AND AFTER THE DURATION OF THE GRANT. IT IS EXPECTED THAT AWARDEES WILL CONTINUE TO MAINTAIN RECORD OF ANY PUBLICATION(S) ACKNOWLEDGING THE ALZHEIMER'S ASSOCIATION. DATA GENERATED AS A RESULT OF ALZHEIMER'S ASSOCIATION FUNDED WORK IS SUBJECT TO DATA SHARING, AS A CONDITION OF AWARD. DATA AND OTHER OUTPUTS OF THE PROJECT ARE SUBJECTED TO THIS POLICY FOR QUICK, REASONABLE SUBMISSIONS FOR COMPLETED WORK. FURTHER, AWARDEES HAS OPPORTUNITY TO SUBMIT/SHARE DATA, AS APPLICABLE, THROUGH THE GLOBAL ALZHEIMER'S ASSOCIATION INTERACTIVE NETWORK (GAAIN*), A GLOBAL INFRASTRUCTURE CONNECTING RESEARCH STUDIES FROM AROUND THE WORLD THROUGH ONE PORTAL WHERE DATA CAN BE INTERROGATED IN AGGREGATE FOR ANALYSIS USING A VIRTUAL MACHINE. GAAIN IS WHOLLY FUNDED BY THE ALZHEIMER'S ASSOCIATION. IN ADDITION, THE ASSOCIATION REQUESTS, MONITORS, AND FOLLOWS-UP TO ENSURE SUBMISSION COMPLIANCE ON ALL AWARDED GRANTS AND THAT FINANCIAL REPORTING REQUIREMENTS ARE MET. AWARDEES' FINANCIAL REPORTS ARE REVIEWED ANNUALLY TO ENSURE ELIGIBILITY FOR CONTINUED FUNDING. DELINQUENT REPORT(S) MAY RESULT IN THE WITHDRAWAL OF FUNDING. RESEARCHERS ARE INFORMED THAT DELINQUENT REPORTING COULD LEAD TO WITHDRAWAL OF FUNDING WHEN THE REQUEST FOR ANNUAL REPORT(S) IS SENT. IF FUNDING IS WITHDRAWN DUE TO DELINQUENT REPORTS, ANY UNSPENT FUNDS MUST BE RETURNED TO THE ALZHEIMER'S ASSOCIATION. FOR-PROFIT ORGANIZATIONS ARE NOT ELIGIBLE TO APPLY TO THE ALZHEIMER'S ASSOCIATION'S INTERNATIONAL RESEARCH GRANT PROGRAM, WITH THE EXCEPTION OF THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT, ALZHEIMER'S INNOVATION AWARD AND CERTAIN PARTNERSHIP PROGRAMS, INCLUDING BIOMARKERS ACROSS NEURODEGENERATIVE DISEASES (BAND) AND TAU PIPELINE ENABLING PROGRAM (T-PEP). ELIGIBILITY OF ORGANIZATIONS APPLICABLE FOR A PROGRAM ARE DETAILED IN THAT PROGRAM'S RFA. UNLESS OTHERWISE STATED IN PROGRAM, ALL INSTITUTIONS ARE REQUIRED TO SUBMIT VERIFICATION OF THEIR NON-PROFIT STATUS DATED WITHIN THE LAST FIVE YEARS (E.G., IRS TAX DETERMINATION LETTER). IF THE IRS DETERMINATION LETTER IS DATED PRIOR TO THIS FIVE YEAR PERIOD, THE INSTITUTION IS REQUIRED TO PROVIDE DOCUMENTATION FROM AN AUTHORIZED SIGNING OFFICIAL IN THEIR GRANTS AND CONTRACTS OFFICE OR OFFICE OF SPONSORED RESEARCH TO CONFIRM THERE HAS NOT BEEN A STATUS CHANGE FOR THE ORGANIZATION. FOR THE PART THE CLOUD TRANSLATIONAL RESEARCH GRANT PROGRAM AND OTHER PROGRAMS WITH FOR-PROFIT AWARDEES, ANY FOR-PROFIT APPLICANT IS REQUIRED TO SUBMIT THE ORGANIZATION'S FINANCIAL STATEMENTS. AS PART OF THE APPLICATION PROCESS, APPLICANTS ARE REQUIRED TO UPLOAD A W-9 FORM THAT HAS BEEN DATED AND SIGNED BY AN AUTHORIZED SIGNING OFFICIAL. THIS FORM VERIFIES THAT AN INSTITUTION OR ORGANIZATION IS DESIGNATED AS A 501(C)(3) OR OTHER NON-PROFIT ENTITY. FOR PROFIT ORGANIZATIONS MUST SUBMIT DOCUMENTATION OF NET ASSETS AND ANNUAL EARNINGS, IN ADDITION TO THE W-9 FORM FOR CONSIDERATION. THESE FORMS ARE UPLOADED WITHIN THEIR SUBMITTED APPLICATION TO PROPOSALCENTRAL. AFTER RECEIPT, THESE FORMS ARE REVIEWED BY AN ALZHEIMER'S ASSOCIATION GRANT SPECIALIST. FOLLOWING REVIEW BY A GRANT SPECIALIST, APPLICATIONS ARE THEN MOVED FORWARD TO PEER-REVIEW. IF AWARDED, THE ALZHEIMER'S ASSOCIATION GRANT SPECIALIST INCLUDES THE APPROPRIATE FORMS IN PAYMENT REQUESTS FOR GRANT FUNDING PAYMENTS. PRIOR TO AWARD CONFIRMATION, THE MEDICAL AND SCIENTIFIC RELATIONS DIVISION VERIFIES THAT EACH INSTITUTION IS COMPLIANT WITH THE U.S. PATRIOT ACT AND DOES NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LISTS (THROUGH OFAC). PRIOR TO PAYMENT, EACH FUNDED ALZHEIMER'S ASSOCIATION GRANT AWARDEE (I.E. THE INSTITUTION) IS VERIFIED FOR COMPLIANCE WITH THE U.S. PATRIOT ACT. THE GRANT SPECIALIST CONFIRMS ELIGIBILITY AND PROVIDES THIS DOCUMENTATION TO THE GRANT ONLINE FILE AT PROPOSALCENTRAL PRIOR TO PAYMENT BEING SENT TO THE AWARDEE. IN THE EVENT THAT A POSITIVE MATCH TO ONE OF THE SDN LISTS IS FOUND BY THE ASSOCIATION, IT WOULD IMMEDIATELY BE REPORTED TO THE ALZHEIMER'S ASSOCIATION LEGAL DEPARTMENT FOR APPROPRIATE HANDLING AND FOLLOW-UP. FOR TRANSACTIONS UNRELATED TO THE INTERNATIONAL RESEARCH GRANT PROGRAM IN THE MEDICAL AND SCIENTIFIC DEPARTMENT, THE SAME FINANCIAL DOCUMENTATION IS REVIEWED. THE ALZHEIMER'S ASSOCIATION MONITORS THE SCIENTIFIC ADVANCES OF THE ASSOCIATION'S GRANT AWARDEES BY MAINTAINING RECORDS OF PUBLICATIONS, PRESENTATIONS, AND INTELLECTUAL PROPERTY THAT RESULT FROM FUNDED STUDIES. THE ASSOCIATION REQUIRES THE GRANT RECIPIENT TO NOTIFY THE ALZHEIMER'S ASSOCIATION ON AN ANNUAL BASIS WITH UPDATES TO THESE RECORDS. FOLLOW-ON FUNDING FROM FEDERAL AGENCIES IS ALSO MONITORED. |
| THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT | (AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2022 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT - NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING. * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION. |
| PART III: | THE ASSOCIATION PROVIDES RESPITE CAREGIVER ASSISTANCE TO INDIVIDUALS FOR THE BENEFIT OF SPECIFIED INDIVIDUALS TO COVER CARETAKING COSTS. THE ASSOCIATION DOES NOT KEEP A RECORD TO TRACK EACH GRANT GIVEN TO EVERY SINGLE INDIVIDUAL, SO THEY ARE USING AN ESTIMATE FOR THE NUMBER OF RECIPIENTS BASED ON CURRENT DATA AVAILABLE AT THIS TIME. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HARRY JOHNS | ||||||||||||||
| PRESIDENT (THRU 11/2021)/CEO | $823,841 | $22,318 | $388,300 | $0 | $3,766 | $0 | $203,259 | $0 | $26,650 | $0 | $1,445,816 | $22,318 | $0 | $0 |
| KATHERINE JOANNE PIKE | ||||||||||||||
| CSO/PRESIDENT (AS OF 11/2021) | $558,167 | $2,286 | $165,500 | $0 | $1,549 | $0 | $71,917 | $0 | $33,170 | $0 | $830,303 | $2,286 | $0 | $0 |
| DONNA MCCULLOUGH - CHIEF | ||||||||||||||
| MISSION & FIELD OPERATIONS OFFICER | $535,532 | $328 | $154,400 | $0 | $2,923 | $0 | $69,595 | $0 | $12,397 | $0 | $774,847 | $328 | $0 | $0 |
| RICHARD HOVLAND | ||||||||||||||
| COO, CFO, & ASST. TREASURER | $495,057 | $632 | $149,700 | $0 | $3,757 | $0 | $69,400 | $0 | $27,345 | $0 | $745,259 | $632 | $0 | $0 |
| MARIA CARRILLO | ||||||||||||||
| CHIEF SCIENCE OFFICER | $468,610 | $0 | $140,446 | $0 | $823 | $0 | $65,610 | $0 | $34,892 | $0 | $710,381 | $0 | $0 | $0 |
| ROBERT EGGE | ||||||||||||||
| CHIEF PUBLIC POLICY OFFICER | $425,538 | $16,233 | $133,631 | $0 | $804 | $0 | $63,614 | $0 | $33,198 | $0 | $656,785 | $16,233 | $0 | $0 |
| GLENDA BERRY | ||||||||||||||
| WEST AREA LEADER | $384,664 | $0 | $115,929 | $0 | $2,179 | $0 | $59,378 | $0 | $23,817 | $0 | $585,967 | $0 | $0 | $0 |
| KENANN CASSIDY | ||||||||||||||
| EAST AREA LEADER | $386,870 | $0 | $115,229 | $0 | $5,500 | $0 | $59,378 | $0 | $15,930 | $0 | $582,907 | $0 | $0 | $0 |
| MICHELLE HELTON - FORMER CFO | ||||||||||||||
| (THRU 5/21)/ VP, FINANCIAL OPS. | $312,360 | $0 | $100,276 | $0 | $1,873 | $0 | $31,900 | $0 | $35,732 | $0 | $482,141 | $0 | $0 | $0 |
| CHRISTINE FOH - ASST SECY | ||||||||||||||
| VP LEGAL & GC (THRU 11/2021) | $325,575 | $0 | $45,748 | $0 | $2,913 | $0 | $20,265 | $0 | $1,748 | $0 | $396,249 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL FOR COMPANIONS AT TIMES A BOARD MEMBER WITH EARLY ONSET ALZHEIMER'S DISEASE MAY REQUIRE A COMPANION TO ACCOMPANY HIM OR HER ON BUSINESS TRAVEL FOR SAFETY REASONS. SINCE HIS OR HER INVOLVEMENT IN THE MEETINGS IS CRITICAL TO REPRESENTING KEY CONSTITUENTS AND APPROPRIATELY FULFILLING THE MISSION OF THE ALZHEIMER'S ASSOCIATION, THE EXPENSES OF COMPANION TRAVEL ARE REIMBURSED. |
| PART I, LINE 4B | SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THERE WERE NO ADDITIONAL AMOUNTS ACCRUED OR REPORTED FOR HARRY JOHNS, RICHARD HOVLAND, OR DONNA MCCULLOUGH RELATED TO A 457(B) PLAN IN CALENDAR YEAR 2021. ALZHEIMER'S ASSOCIATION ESTABLISHED A SECTION 457(F) PLAN FOR CERTAIN MEMBERS OF SENIOR MANAGEMENT. ACCORDING TO THE 457(F) PLAN, AMOUNTS ARE CONTRIBUTED ON BEHALF OF PARTICIPANTS (AS DETERMINED BY THE BOARD) FOR EACH PLAN YEAR. THE PLAN IS INTENDED TO SUPPLEMENT OTHER RETIREMENT PLANS (QUALIFIED PLANS, SOCIAL SECURITY AND THE 457(B) PLAN) TO ACHIEVE AN INCOME REPLACEMENT RATIO. THE ONLY PARTICIPANTS OF THE PLAN ARE THE BELOW INDIVIDUALS ALONG WITH THEIR CONTRIBUTIONS FOR 2021: - MARIA CARRILLO - $33,710 - ROBERT EGGE - $31,714 - DONNA MCCULLOUGH - $37,695 - KENANN CASSIDY - $27,478 - GLENDA BERRY - $27,478 - JOANNE PIKE - $40,017 THE ABOVE AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. NONE OF THE PARTICIPANTS ABOVE HAVE VESTED IN ANY OF THE SERP BENEFITS. THE FIRST VESTING WILL OCCUR ON DECEMBER 31, 2022. PART II, COLUMN (B) (II): SUPPLEMENTAL COMPENSATION INFORMATION: BONUS AND INCENTIVE COMPENSATION HARRY JOHNS RECEIVED PERFORMANCE BASED INCENTIVE COMPENSATION OF $388,300 BASED ON HIS SUCCESSFUL ACHIEVEMENT OF SPECIFIC GOALS, WHICH WERE DEVELOPED, REVIEWED, AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS IN CONSULTATION WITH THE BOARD'S INDEPENDENT THIRD-PARTY COMPENSATION CONSULTANTS. THIS PERFORMANCE BASED INCENTIVE COMPENSATION WAS EARNED FOR PERFORMANCE IN FISCAL YEAR 2021 AND WAS PAID IN CALENDAR YEAR 2021. RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, MICHELLE HELTON, GLENDA BERRY, KENANN CASSIDY AND CHRISTINE FOH RECEIVED PERFORMANCE BASED INCENTIVES EARNED IN FISCAL YEAR 2021 AND PAID IN CALENDAR YEAR 2021. PART II, COLUMN (B) (III): HARRY JOHNS AND RICHARD HOVLAND RECEIVE A BASIC LIFE INSURANCE BENEFIT OF ONE TIMES THE ANNUAL SALARY. THE AMOUNT REPRESENTED IN THIS SECTION IS IMPUTED INCOME FOR THE GROUP TERM LIFE BENEFIT. JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, GLENDA BERRY, KENANN CASSIDY, MICHELLE HELTON AND CHRISTINE FOH ALSO RECEIVE THE LIFE INSURANCE BENEFIT. HARRY JOHNS, RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, KENANN CASSIDY AND CHRISTINE FOH HAVE ADDITIONAL IMPUTED INCOME FOR VOLUNTARY ELECTIONS UNDER THE GROUP DISABILITY PLAN. PART II, COLUMN (C): SUPPLEMENTAL COMPENSATION INFORMATION: RETIREMENT AND OTHER DEFERRED COMPENSATION HARRY JOHNS - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED BROAD-BASED 401(K) RETIREMENT PLAN -$31,900 RICHARD HOVLAND - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN - $31,900 JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, GLENDA BERRY, KENANN CASSIDY, MICHELLE HELTON AND CHRISTINE FOH - RETIREMENT AND OTHER DEFERRED COMPENSATION INCLUDES EMPLOYER CONTRIBUTIONS TO A QUALIFIED 401(K) RETIREMENT PLAN. JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, GLENDA BERRY, KENANN CASSIDY - RETIREMENT AND OTHER DEFERRED COMPENSATION ALSO INCLUDES EMPLOYER CONTRIBUTIONS TO A NON-QUALIFIED 457(F) SUPPLEMENTAL RETIREMENT PLAN. PART II, COLUMN (D): SUPPLEMENTAL COMPENSATION INFORMATION: NONTAXABLE BENEFITS HARRY JOHNS - NON-TAXABLE BENEFITS OF $26,649.87 INCLUDE EMPLOYER CONTRIBUTIONS TO MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON HIS PERSONAL ELECTIONS FOR CALENDAR YEAR 2021 THROUGH THE BENEFIT OFFERINGS AVAILABLE TO ALL OTHER BENEFITS-ELIGIBLE EMPLOYEES AT OUR ORGANIZATION. THE AMOUNTS REPRESENTED FOR RICHARD HOVLAND, JOANNE PIKE, DONNA MCCULLOUGH, ROBERT EGGE, MARIA CARRILLO, MICHELLE HELTON, GLENDA BERRY, KENANN CASSIDY AND CHRISTINE FOH REPRESENT COMPANY CONTRIBUTIONS TO THE MEDICAL, DENTAL, BASIC LIFE INSURANCE, SHORT AND LONG-TERM DISABILITY, AND LONG-TERM CARE INSURANCE BASED ON INDIVIDUAL ELECTIONS. |
| PART I, LINE 7 | ALZHEIMER'S ASSOCIATION HAS A PERFORMANCE-BASED INCENTIVE COMPENSATION PLAN. CERTAIN INDIVIDUALS OF ALZHEIMER'S ASSOCIATION CAN EARN INCENTIVE COMPENSATION IF THEY MEET THE CRITERIA OUTLINED IN THEIR RESPECTIVE EMPLOYMENT AGREEMENTS. THE CEO IS ALSO ELIGIBLE TO PARTICIPATE IN THE INCENTIVE COMPENSATION PLAN AND HIS INCENTIVE COMPENSATION PAYMENTS ARE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE RETAINS SOLE DISCRETION TO DETERMINE THE AMOUNT OF ANY INCENTIVE COMPENSATION PAID TO EXECUTIVES. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| SARA GIAMMARISE | |||
| DAUGHTER OF DAVID HUNTER, DIRECTOR | $61,920 | EMPLOYMENT | 0 |
| RAZA LAMB | |||
| SON OF BRUCE LAMB, DIRECTOR | $24,889 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 671 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,261,922 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | NON GALA-RLTD | 38 | $422,491 | FMV |
| Yes (X) | GALA-RELATED | 119 | $414,948 | FMV |
| Yes (X) | CRYPTO CURREN | 15 | $347,001 | FMV |
| Yes (X) | FUNDRAISING | 1 | $250,000 | FMV |
| Yes (X) | RAFFLE | 4 | $19,263 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 25 AND LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS LINE 25: THE ALZHEIMER'S ASSOCIATION RECEIVES VARIOUS NONCASH CONTRIBUTIONS FOR THEIR FUNDRAISING EVENTS. THESE ITEMS INCLUDE SPORTING TICKETS, JEWELRY, CONCERT TICKETS, DINNERS AND VARIOUS OTHER PACKAGES. LINE 32B: A THIRD PARTY RECEIVES DIRECTLY, SELLS AND REMITS PROCEEDS FROM AUTOMOBILE SALES. PART I, COLUMN B: ALZHEIMER'S ASSOCIATION IS REPORTING THE DOLLAR AMOUNT OF NONCASH CONTRIBUTIONS AS WELL AS THE NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE I, DESCRIPTION OF ORGANIZATION MISSION: | (MISSION CONTINUED) AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT. THE ALZHEIMER'S ASSOCIATION IS A VALUED RESOURCE FOR CAREGIVERS AND THOSE LIVING WITH THE DISEASE, OFFERING INFORMATION, EDUCATION AND SUPPORT. APPROXIMATELY 207 OFFICES ACROSS THE U.S. ARE DOING BUSINESS AS THE ALZHEIMER'S ASSOCIATION AND VARIOUS NAMES AS A COLLECTION OF 75 CHAPTERS WORKING TO ACCOMPLISH THE MISSION. THE ORGANIZATION IS HEADQUARTERED IN CHICAGO, AND HAS A PUBLIC POLICY OFFICE IN WASHINGTON, D.C. THE ALZHEIMER'S ASSOCIATION PROVIDES 24/7 CONSTITUENT SUPPORT IN OVER 170 LANGUAGES THROUGH THE USE OF A PROFESSIONAL LANGUAGE LINE 365 DAYS A YEAR (1-800-272-3900) AS WELL AS ON OUR WEBSITE, ALZ.ORG*. AS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN CARE, SUPPORT AND RESEARCH, SINCE AWARDING THE FIRST GRANTS IN 1982, THE ASSOCIATION HAS COMMITTED MORE THAN $475 MILLION TO MORE THAN 3,000 BEST-OF-FIELD GRANTS. AS A LEADER IN THE FIELD, THE ALZHEIMER'S ASSOCIATION FOSTERS COLLABORATION OF THE SCIENTIFIC COMMUNITY BY HOSTING THE LARGEST INTERNATIONAL CONFERENCE FOCUSING ON ALZHEIMER'S DISEASE RESEARCH IN THE WORLD. IN ADDITION, THE ALZHEIMER'S ASSOCIATION ADVOCATES FOR THE NEEDS AND RIGHTS OF PEOPLE WITH ALZHEIMER'S, THEIR FAMILIES AND CAREGIVERS, SPEAKING UP TO HELP ENCOURAGE CONGRESS TO TAKE ACTION IN THE FIGHT AGAINST THIS DISEASE, (INCLUDING THROUGH AN ANNUAL ADVOCACY FORUM IN WASHINGTON, D.C.) AND LEADS ADVOCACY EFFORTS IN EVERY STATE. CONCERN ABOUT ALZHEIMER'S DISEASE AND AWARENESS ABOUT THE ASSOCIATION ARE CRITICAL TO ACCELERATING PROGRESS. THE ALZHEIMER'S ASSOCIATION STRIVES TO MAKE MORE PEOPLE AWARE OF THE SERVICES AVAILABLE FOR THOSE FACING THIS DISEASE AND THE BENEFITS OF EARLY DETECTION. (MORE THAN 5 MILLION ALZHEIMER'S ASSOCIATION CONSTITUENTS HAVE SIGNED UP TO EDUCATE, ADVOCATE, DONATE, AND PARTICIPATE TO MOVE THIS CAUSE FORWARD). A DONOR-SUPPORTED ORGANIZATION, THE ALZHEIMER'S ASSOCIATION ALLOCATES ITS FUNDS IN AN ETHICAL AND RESPONSIBLE MANNER THAT EXCEEDS THE RIGOROUS STANDARDS OF AMERICA'S MOST EXPERIENCED CHARITY EVALUATOR, THE BETTER BUSINESS BUREAU WISE GIVING ALLIANCE. THE ASSOCIATION IS QUALIFIED TO USE THE "BBB TORCH LOGO AND A NATIONAL CHARITY SEAL ("SEAL"). * THESE ARE NAMES THAT ARE TRADEMARKS TO ALZHEIMER'S ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 1A | GOVERNING BODY: THE BOARD OF DIRECTORS OF THE ALZHEIMER'S ASSOCIATION IS THE ORGANIZATION'S GOVERNING BODY. THE BOARD HAS DELEGATED AUTHORITY TO ITS STANDING AND OTHER BUSINESS COMMITTEES AS DESCRIBED IN ARTICLE VII OF THE ORGANIZATIONAL BYLAWS. THE FOLLOWING EXCERPT FROM THE ASSOCIATION'S BYLAWS DISCUSS COMMITTEES OF THE BOARD OF DIRECTORS. COMMITTEES OF DIRECTORS: ALL COMMITTEE MEETINGS SHALL BE OPEN TO ATTENDANCE BY ALL DIRECTORS EXCEPT IN EXECUTIVE SESSION. ONLY COMMITTEE MEMBERS MAY VOTE ON COMMITTEE MATTERS. THE BOARD OF DIRECTORS SHALL HAVE THE FOLLOWING STANDING COMMITTEES: EXECUTIVE, FINANCE, GOVERNANCE AND NOMINATING, COMPENSATION, AUDIT AND MISSION OUTCOMES. EXECUTIVE COMMITTEE: THE EXECUTIVE COMMITTEE SHALL MANAGE THE BUSINESS AND PROPERTY OF THE ASSOCIATION IN BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; PROVIDED, THAT THE EXECUTIVE COMMITTEE SHALL NOT TAKE ANY ACTION WHICH IS CONTRARY TO POLICIES OF THE ASSOCIATION AS ADOPTED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH ADDITIONAL POWERS AS MAY BE PROVIDED BY LAW OR RESOLUTION OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL REPORT TO THE BOARD OF DIRECTORS AT EACH MEETING OF THE BOARD OF DIRECTORS AND REPORT EXECUTIVE COMMITTEE ACTIONS IN A TIMELY MANNER IN BETWEEN BOARD OF DIRECTORS MEETINGS. AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT AN EXECUTIVE COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN DIRECTORS. THE CHAIR, CHAIR ELECT, VICE CHAIRS, SECRETARY, TREASURER, CHAIRS OF THE STANDING COMMITTEES, AND THE CHAIR OF THE MEDICAL AND SCIENTIFIC ADVISORY GROUP, SHALL BE MEMBERS OF THE EXECUTIVE COMMITTEE. THE CHAIR OF THE BOARD OF DIRECTORS SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAY HOLD REGULAR MEETINGS MONTHLY OR AS IT MAY OTHERWISE DETERMINE, AT SUCH PLACE AND AT SUCH TIMES AND UPON SUCH NOTICE AS IT MAY DETERMINE. SPECIAL MEETINGS OF THE EXECUTIVE COMMITTEE MAY BE CALLED AT ANY TIME BY THE CHAIR OR BY ANY THREE OF ITS MEMBERS, BY NOTICE DELIVERED PERSONALLY OR BY MAIL, TELEPHONE, ELECTRONIC MAIL OR FACSIMILE AT LEAST SEVEN DAYS (OR AT LEAST 48 HOURS IN THE CASE OF TELEPHONIC MEETINGS) PRIOR TO THE MEETING. A MAJORITY OF THE CURRENTLY SERVING MEMBERS OF THE EXECUTIVE COMMITTEE SHALL CONSTITUTE A QUORUM FOR ALL PURPOSES. FINANCE COMMITTEE: THE FINANCE COMMITTEE SHALL CONSIST OF AT LEAST FIVE DIRECTORS AND SHALL BE CHAIRED BY THE TREASURER. THE FINANCE COMMITTEE SHALL OVERSEE AND REVIEW ALL FINANCIAL REPORTS, ACCOUNTING ACTIVITIES AND INVESTMENT DECISIONS OF THE ASSOCIATION AND ALSO SHALL RECOMMEND A PROJECTED BUDGET FOR EACH FISCAL YEAR TO BE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. THE FINANCE COMMITTEE AND THE COMPENSATION COMMITTEE SHALL HAVE SEPARATE BUT COORDINATED FIDUCIARY AND OVERSIGHT RESPONSIBILITY WITH RESPECT TO THE ALZHEIMER'S ASSOCIATION 401(K) SAVINGS PLAN AND ANY OTHER TAX-QUALIFIED RETIREMENT PLANS SPONSORED BY THE ASSOCIATION (THE "PLANS"). WORKING IN COORDINATION WITH THE COMPENSATION COMMITTEE, THE FINANCE COMMITTEE SHALL BE RESPONSIBLE FOR PROVIDING APPROPRIATE GOVERNANCE OVERSIGHT AS TO THE FINANCIAL AND INVESTMENT OPERATIONS OF THE PLANS, INCLUDING APPOINTMENT OF FIDUCIARIES RELATING TO INVESTMENT MANAGEMENT UNDER THE PLANS, FOR TAKING FINAL ACTIONS WITH RESPECT TO SUCH FINANCIAL AND INVESTMENT OPERATIONS, AND FOR PROVIDING APPROPRIATE REPORTS TO THE BOARD OF DIRECTORS WITH RESPECT TO SUCH OVERSIGHT AND ACTIONS. GOVERNANCE AND NOMINATING COMMITTEE: AT EACH OF ITS ANNUAL MEETINGS, THE BOARD OF DIRECTORS BY DULY ADOPTED RESOLUTION SHALL ELECT A GOVERNANCE AND NOMINATING COMMITTEE CONSISTING OF NO FEWER THAN SEVEN NOR MORE THAN FIFTEEN INDIVIDUALS CURRENTLY SERVING AS A DIRECTOR. AT LEAST ONE-THIRD OF THE GOVERNANCE AND NOMINATING COMMITTEE SHALL BE DIRECTORS HAVING CHAPTER EXPERIENCE. THE GOVERNANCE AND NOMINATING COMMITTEE SHALL ASSIST THE BOARD IN ENSURING THE SUCCESSFUL GOVERNANCE OF THE ASSOCIATION THROUGH BOARD ASSESSMENT, RECRUITMENT, NOMINATIONS, ORIENTATION AND DEVELOPMENT. THE GOVERNANCE AND NOMINATING COMMITTEE SHALL NOMINATE CANDIDATES FOR DIRECTORS, OFFICERS AND MEMBERS OF THE EXECUTIVE COMMITTEE. THE GOVERNANCE AND NOMINATING COMMITTEE MAY NOMINATE CANDIDATES FOR HONORARY DIRECTOR AND ANY ADVISORY OR HONORARY COUNCILS, GROUPS OR COMMITTEES AND APPROVE THE CANDIDATES FOR MEDICAL AND SCIENTIFIC ADVISORY GROUP MEMBERSHIP. THE GOVERNANCE AND NOMINATING COMMITTEE ALSO SHALL PROVIDE INPUT TO THE CHAIR ON THE SELECTION OF VICE CHAIRS AND COMMITTEE CHAIRS. COMPENSATION COMMITTEE: THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING, SUBJECT TO FURTHER AND FINAL APPROVAL BY THE BOARD OF DIRECTORS, ALL FORMS OF COMPENSATION AND BENEFITS FOR THE PRESIDENT OR CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE SHALL CONDUCT ITS REVIEW AND APPROVAL OF HIS OR HER TOTAL COMPENSATION AND BENEFITS IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER SECTION 4958 OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED ("SECTION 4958"). THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR REVIEWING AND APPROVING APPROPRIATE MARKET DATA, TO BE USED BY THE PRESIDENT OR CHIEF EXECUTIVE OFFICER TO SET OR ADJUST COMPENSATION OF ANY OTHER EXECUTIVE-LEVEL EMPLOYEE WHO COULD BE CONSIDERED TO BE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE ASSOCIATION WITHIN THE MEANING OF SECTION 4958. THE COMPENSATION COMMITTEE ALSO SHALL BE RESPONSIBLE FOR OVERSIGHT OF EXECUTIVE-LEVEL BENEFITS AND SUCCESSION PLANNING FOR KEY POSITIONS IN THE ASSOCIATION. THE COMPENSATION COMMITTEE AND THE FINANCE COMMITTEE SHALL HAVE SEPARATE BUT COORDINATED FIDUCIARY AND OVERSIGHT RESPONSIBILITY WITH RESPECT TO THE ALZHEIMER'S ASSOCIATION 401(K) SAVINGS PLAN AND ANY OTHER TAX-QUALIFIED RETIREMENT PLANS SPONSORED BY THE ASSOCIATION (THE "PLANS"). WORKING IN COORDINATION WITH THE FINANCE COMMITTEE, THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE FOR PROVIDING APPROPRIATE GOVERNANCE OVERSIGHT AS TO THE ADMINISTRATIVE OPERATIONS OF THE PLANS, INCLUDING APPOINTMENT OF FIDUCIARIES RELATING TO ADMINISTRATIVE MANAGEMENT UNDER THE PLANS, FOR TAKING FINAL ACTIONS WITH RESPECT TO SUCH ADMINISTRATIVE OPERATIONS, AND FOR PROVIDING APPROPRIATE REPORTS TO THE BOARD OF DIRECTORS WITH RESPECT TO SUCH OVERSIGHT AND ACTIONS. AUDIT COMMITTEE: THE AUDIT COMMITTEE SHALL BE RESPONSIBLE FOR RECOMMENDING AN AUDITOR TO THE BOARD OF DIRECTORS AND SHALL OVERSEE THE ACTIVITIES OF ANY INTERNAL AUDITOR OF THE ASSOCIATION. THE AUDIT COMMITTEE SHALL SEE THAT AN ANNUAL AUDIT IS PREPARED BY AN INDEPENDENT FIRM OF CERTIFIED PUBLIC ACCOUNTANTS SELECTED BY THE BOARD OF DIRECTORS AND, UPON RECEIVING SUCH AUDITOR'S REPORT, THE AUDIT COMMITTEE SHALL PREVIEW THE AUDIT REPORT FOR SUBMISSION TO THE BOARD OF DIRECTORS EACH YEAR. THE AUDIT COMMITTEE SHALL REVIEW THE FINANCIAL REPORTS OF THE ASSOCIATION, ITS SYSTEM OF INTERNAL CONTROLS, AND THE AUDIT PROCESS. THE AUDIT COMMITTEE SHALL HAVE AT LEAST FIVE MEMBERS, ALL OF WHOM ARE MEMBERS OF THE BOARD OF DIRECTORS AND THE MAJORITY OF WHOM HAVE APPROPRIATE FINANCIAL EXPERTISE. AT LEAST ONE MEMBER OF THE AUDIT COMMITTEE SHALL MEET THE REQUIREMENT OF "AUDIT COMMITTEE FINANCIAL EXPERT" AS THEN DEFINED BY THE SECURITIES AND EXCHANGE COMMISSION. THE MAJORITY OF THE MEMBERS OF THE AUDIT COMMITTEE MAY NOT CONCURRENTLY SERVE ON THE FINANCE COMMITTEE AND THE TREASURER AND CHAIR OF THE FINANCE COMMITTEE MAY NOT SERVE CONCURRENTLY ON THE AUDIT COMMITTEE. MISSION OUTCOMES COMMITTEE: THE MISSION OUTCOMES COMMITTEE SHALL OVERSEE AND REVIEW PROGRESS AGAINST THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN'S PRIORITY ACTIVITIES AND SHALL SUPPORT AND FACILITATE BOARD OF DIRECTORS CONVERSATIONS THAT ARE FOCUSED ON MISSION DELIVERY AND THE APPROVED STRATEGIC PLAN. OTHER COMMITTEES: IN ADDITION TO THE STANDING COMMITTEES, OTHER COMMITTEES MAY BE DESIGNATED BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS PRESENT AT ANY MEETING. |
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGES TO ORGANIZATIONAL DOCUMENTS THE ORGANIZATION AMENDED ITS BYLAWS ON OCTOBER 16, 2021, TO ALLOW FOR THE ROLES OF PRESIDENT AND CEO, HISTORICALLY HELD BY THE SAME PERSON, TO BE HELD BY SEPARATE INDIVIDUALS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS THE ORGANIZATION UNDERGOES A THOROUGH REVIEW PROCESS BEFORE FILING THE RETURN. THE AUDIT COMMITTEE DISCUSSES AND REVIEWS THE FORM BEFORE IT IS PROVIDED TO THE OFFICERS AND FULL BOARD OF DIRECTORS. ALL OFFICERS AND THE FULL BOARD OF DIRECTORS ARE PROVIDED A COPY FOR THEIR REVIEW AND HAVE THE OPPORTUNITY TO COMMENT BEFORE THE FORM 990 IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT THE ALZHEIMER'S ASSOCIATION CONFLICT OF INTEREST POLICY IS DESCRIBED IN ARTICLE XII, SECTION 2 OF THE ORGANIZATIONAL BYLAWS. THE RESPONSIBILITY FOR DISCLOSING ANY KNOWN OR REASONABLY FORESEEABLE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS OR ITS COMMITTEE DESIGNEE BY THE INTERESTED PERSON WHOSE INTERESTS ARE OR MAY APPEAR TO BE IN CONFLICT WITH THE ASSOCIATION. ALL INTERESTED PERSONS ARE REQUIRED TO FILE WITH THE ASSOCIATION A DISCLOSURE STATEMENT PRIOR TO SUCH INDIVIDUAL COMMENCING HIS OR HER SERVICE WITH THE ASSOCIATION AND AT SUCH TIME AND IN SUCH MANNER AS MAY BE PROVIDED IN GUIDELINES ADOPTED BY THE BOARD OF DIRECTORS. ALL INTERESTED PERSONS SERVING THE ASSOCIATION SHALL FILE DISCLOSURE STATEMENTS, FROM TIME TO TIME, AS MAY BE REQUIRED BY THE BOARD OF DIRECTORS, THE BYLAWS ARTICLE XI, SECTION 2 OR ANY OTHER BOARD POLICY, AND IN NO EVENT LESS OFTEN THAN ANNUALLY. INTERESTED PERSONS SHALL DISCLOSE ANY CONFLICT AND SHALL NOT VOTE ON A MATTER AND FURTHER IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. THE MINUTES SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON DID NOT PARTICIPATE IN ANY DISCUSSION OF THE MATTER AND DID NOT VOTE ON THE MATTER IN PERSON OR BY PROXY. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD, THE INTERESTED PERSON SHALL DISCLOSE SUCH CONFLICT TO THE BOARD OF DIRECTORS OR SUCH COMMITTEE AND SHALL NOT VOTE ON THE MATTER. FURTHER THE INTERESTED PERSON OR REPRESENTATIVE HAVING A CONFLICT IF REQUESTED BY THE CHAIR OR RESOLUTION OF THE BOARD SHALL LEAVE THE ROOM IN WHICH THE BOARD OR THE COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS OR THE COMMITTEE, AS THE CASE MAY BE, EXCLUDING THE INTERESTED PERSON CONCERNING WHOM THE DOUBT HAS ARISEN. COPIES OF THE ASSOCIATION BYLAWS ARTICLE, INCLUDING THE CONFLICT OF INTEREST POLICY AND ANY RELATED ETHICAL POLICY OR GUIDELINES AS FROM TIME TO TIME ADOPTED OR AMENDED BY THE BOARD OF DIRECTORS, SHALL BE PRESENTED TO ALL INTERESTED PERSONS SERVING THE ASSOCIATION AT THE TIME OF ANY SUCH ADOPTION OR AMENDMENT AND IN NO EVENT LESS OFTEN THAN ANNUALLY; AND TO ALL INDIVIDUALS SEEKING TO SERVE THE ASSOCIATION AS AN INTERESTED PERSON PRIOR TO REQUESTING ANY SUCH INDIVIDUAL TO EXECUTE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING COMPENSATION COMPENSATION IS ESTABLISHED FOR THE CEO BY THE COMPENSATION COMMITTEE AND THE EXECUTIVE COMMITTEE AFTER A THOROUGH SALARY/MARKET REVIEW CONDUCTED BY OUTSIDE COMPENSATION CONSULTANTS. FOR THE CEO POSITION, THE GATHERING OF RELEVANT COMPARABILITY DATA FROM INDEPENDENT SOURCES OCCURRED IN 2022. THE PROCESS WAS CONDUCTED IN A MANNER INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES. AS TO THE MEMBERS OF THE SENIOR MANAGEMENT TEAM OTHER THAN THE CEO, ANNUALLY UPDATED MARKET DATA IS ALSO PROVIDED BY THE OUTSIDE COMPENSATION CONSULTANT, SO THAT THE UPDATED MARKET DATA CAN BE USED IN SETTING REASONABLE COMPENSATION FOR EACH MEMBER OF THE SENIOR MANAGEMENT TEAM. EACH YEAR THE COMPENSATION COMMITTEE EVALUATES THE CEO'S PERFORMANCE THROUGH A ROBUST ASSESSMENT PROCESS WHICH INCLUDES COLLECTION, INTERVIEWS AND PERFORMANCE EVALUATION COMPARING RESULTS TO GOALS. THE COMMITTEE AND CHAIR OF THE BOARD USE THIS DATA TO DETERMINE INCENTIVE COMPENSATION ELIGIBILITY. THE SENIOR STAFF HAS A COMPREHENSIVE PERFORMANCE EVALUATION AND COMPENSATION REVIEW DONE AT THE END OF EACH FISCAL YEAR. THESE INCLUDE A SELF-ASSESSMENT AND EVALUATION BY THE CEO. UPDATED MARKET DATA FOR USE IN SETTING REASONABLE COMPENSATION IS PROVIDED BY A NATIONAL COMPENSATION CONSULTING FIRM TO THE COMPENSATION COMMITTEE FOR CONFIRMATION OF REASONABLENESS USING A PROCESS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INCLUDING CONTEMPORANEOUS DOCUMENTATION IN THE COMMITTEE'S MINUTES). COMPENSATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE COMPENSATION COMMITTEE MINUTES. THE MOST RECENT COMPENSATION STUDY WAS CONDUCTED IN 2022 AND THE SALARY AND TOTALCOMPENSATION PACKAGE OF THE CEO WAS BENCHMARKED BY SULLIVAN COTTER. |
| FORM 990, PART VI, SECTION C, LINE 18 | HOW TAX FORMS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS FORM 1023 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE GENERAL PUBLIC BY POSTING ON THE ORGANIZATION'S WEBSITE AT WWW.ALZ.ORG AND UPON REQUEST. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF PERPETUAL TRUSTS -3,640,879. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -801,308. BAD DEBT EXPENSE -1,581,293. RESCINDED GRANTS 1,528,961. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S IMPACT MOVEMENT (AIM) | ||||||||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | 271961435 | SOCIAL WELFARE | IL | 501(C)(4) | ALZ ASSOC | Yes (1) | |||||||
| ALZHEIMER'S ASSOCIATION INTERNATIONAL | ||||||||||||||||
| 999999999 | PUBLIC FOUNDATION | 501(C)(3) | ALZ ASSOC | Yes (1) | 181 BAY ST BROOKFIELD PL 2100 | TORONTO | ONTARIO | CA | M5J2T3 | CA | ||||||
| COALITION OF NY STATE ALZ ASSN CHAPS INC | ||||||||||||||||
| 4 PINE WEST PLAZA 405 | ALBANY | NY | 12205 | 134076596 | PUBLIC CHARITY | NY | 501(C)(3) | ALZ ASSOC | Yes (1) | LINE 7 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ALZHEIMER'S IMPACT MOVEMENT | ||
| B | $10,008,054 | FMV |
| ALZHEIMER'S IMPACT MOVEMENT | ||
| N | $1,088,465 | FMV |
| ALZHEIMER'S IMPACT MOVEMENT | ||
| O | $4,635,172 | FMV |
| COALITION OF NY STATE ALZ ASSN CHAPS INC | ||
| O | $120,484 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AMOUNT INVOLVED IN RELATIONSHIP THE ALZHEIMER'S ASSOCIATION GRANTED FUNDS TO ALZHEIMER'S IMPACT MOVEMENT (AIM) FOR PUBLIC POLICY DIVISION ACTIVITIES IN FISCAL YEAR 2022 TO SUPPORT PRIORITIES IDENTIFIED IN THE ALZHEIMER'S ASSOCIATION'S STRATEGIC PLAN. THIS GRANT IS RESTRICTED TO THE FOLLOWING 501(C)(3) ACTIVITIES AND THE ANCILLARY ACTIVITIES NECESSARY TO ACCOMPLISH SPECIFIC GOALS INCLUDING: IMPLEMENTATION OF THE NATIONAL ALZHEIMER'S PROJECT ACT (RECOGNIZING THIS GROWING ALZHEIMER'S CRISIS, CONGRESS UNANIMOUSLY PASSED AND THE PRESIDENT SIGNED INTO LAW THE NATIONAL ALZHEIMER'S PROJECT ACT - NAPA); INCREASING THE COMMITMENT TO ALZHEIMER'S RESEARCH; EXPANDING EDUCATION EFFORTS AND CAREGIVER SUPPORT SERVICES; EXPANDING DIAGNOSIS AND PLANNING. | ExplanationTxt |